Los Angeles, CA
5/21/2026

We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Los Angeles CA market.

The position focuses on relationship management, financial planning, investment discussions, and ongoing client service within a sophisticated family office environment.

The ideal candidate is polished, client-facing, and comfortable navigating complex wealth management conversations while working collaboratively alongside experienced advisory teams.



DUTIES & RESPONSIBILITIES

  • Support senior advisors in the ongoing management of ultra-high-net-worth client relationships and financial planning initiatives.
  • Participate in client meetings and assist with the delivery of investment and wealth management strategies.
  • Prepare client meeting presentations, planning analyses, and reporting materials.
  • Communicate sophisticated investment and financial planning concepts in a clear, concise, and client-friendly manner.
  • Serve as a point of contact for UHNW client relationships, responding to inquiries and coordinating requests in a timely and professional manner.
  • Assist in overseeing client investment and financial plans, including coordination across planning and reporting needs.
  • Collaborate with advisory and client service teams to ensure a seamless and high-touch client experience.
  • Support business development initiatives and relationship expansion opportunities within existing client networks.
  • Contribute to internal process improvement efforts and operational efficiencies to enhance team effectiveness and client service delivery.
  • Maintain awareness of financial markets, planning strategies, and industry developments while adhering to firm policies and compliance requirements.

QUALIFICATIONS

  • Bachelor’s degree required; CFP or CFA designation strongly preferred.
  • 5–7 years of experience within wealth management, investment advisory, family office, estate planning, or related financial services environments.
  • Strong understanding of investment management and holistic financial planning concepts.
  • Polished communication and interpersonal skills with the ability to interact confidently with ultra-high-net-worth clients and families.
  • Highly organized with strong attention to detail and the ability to manage multiple priorities effectively.
  • Strong analytical and problem-solving skills.
  • Self-motivated with the ability to thrive in a collaborative and entrepreneurial environment.
  • Proficiency in Microsoft Office applications including Word, Excel, PowerPoint, and Outlook.
  • Experience with CRM and financial planning software preferred.
  • Willingness to travel periodically for client meetings.

Compensation is highly competitive and based on experience. Hybrid office as well