Investment Advisor

• Location: West LA, California
• $65000 base salary
• Type: Direct Hire
• Job #1376
• Salary: $65,000 - $125,000

Title: Investment Advisor

Industry: Financial Services – Investment Management

Location: West LA

Overview: Pacific Executive Search has been engaged on a search for an Investment Advisor in West LA. As an experienced Financial Planning – Wealth Manager, you would have the opportunity to join a growing team with the goal of expanding AUM from $250 million to $300 million in the next 5-7 years. You would take on new responsibilities by acquiring high-net-worth clients, providing tailored financial planning services, and collaborating with a seasoned team to achieve long-term growth in the Financial Services – Investment Management industry.

Description:
**Responsibilities**

• Build and maintain relationships with affluent clients and prospects in Beverly Hills.
• Provide personalized financial planning services and investment strategies to meet client objectives.
• Utilize local networks to expand client base and community engagement.
• Manage client portfolios with wealth management solutions for retirement, estate planning, and taxes.
• Offer financial advice and support to help clients achieve their financial goals through asset management.
• Collaborate with a small team to deliver professional services and uphold company values.

**Qualifications**

• Possess or willing to obtain Series 7/66 license.
• CFP certification or Trust Officer experience preferred.
• Experience in wealth management or financial planning required.
• Strong interpersonal skills and ability to build and maintain client relationships.
• Demonstrated success in providing financial advice and managing portfolios for growth.
• Familiarity with high-net-worth individuals and involvement in the Beverly Hills community is a plus.