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Private Wealth- Senior Service Advisor

Boutique Wealth Management Firm
West Los Angeles, California
125,000- 150,000
Closing date
Jul 31, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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Our client is a mature, dynamic Wealth Management Advisory firm providing high-end investment & financial planning services seeking an energetic, detail minded, and business-oriented investment associate who thrives in a collaborative setting.


The ideal candidate has a strong background in investment analysis/management with an emphasis in financial planning.  This individual is self-motivated, possesses exceptional problem solving and analytical skills.  This individual will work within the existing infrastructure in investment analysis and planning.  


  • Service and maintain book of business
    • Trading of assets in accounts to include portfolio rebalancing, distributions and tax loss harvesting
    • Coordination with the Wealth Management Company, Private Client Services & fund companies to prepare and execute recommendations across portfolios and individual holdings
    • Monitor asset/security level variance including fixed income maturity and credit ratings
    • Coordination of multiple transactions from various accounts and sources to achieve specific results (Account Opening and Account maintenance)
    • Understanding of various types of distribution strategies with ability to provide recommendations/options
  • Execute high quality written and verbal correspondence with clients as well as within the firm
  • Conduct research on recent economic and market developments related to portfolio construction and financial planning 
  • Look for emerging trends related to the planning process and client planning model
  • Provide guidance around portfolio construction, security, and asset class changes
  • Prepare client quarterly reviews, including attribution analysis and portfolio recommendations.
  • Research and solve client questions and inquiries
  • Assist with internal workflow system upgrades and development


Required Qualifications: 

  • Professional designations (minimum of one)
    • Certified Financial Planner (CFP) 
    • Chartered Financial Analyst (CFA)
    • Certified Investment Management Analyst (CIMA)
    • Preferred Portfolio Management (PPM) 
    • Accredited Portfolio Manager Advisor (APMA) 
  • Bachelor’s degree
  • Series 7/63, 65 or 66
  • 7+ years of Investment Analysis, Operations and Planning experience
  • 7+ years Trading, Tax Loss Harvesting
  • Committed professional career within the financial industry.  
  • Demonstrated organizational skills, ability to multitask, and time management skills
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Ability to work in a fast-paced environment
  • Excellent oral and written communication skills
  • California Life & Health license (preferred)



Our client believes in building a team that loves what they do and creating a work environment that supports long-term career growth. Accordingly, they provide a rewarding compensation package which includes: 

  • A competitive base salary commensurate to experience 
  • 100% medical, dental, and disability insurance provided by employer 
  • Profit-sharing plan 
  • Employer-sponsored licensing, professional development, and education opportunities 
  • Paid vacation, sick, and holiday pay
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