PW Assoc Wealth Manager

Citizens • Los Angeles, CA

6h • Onsite

About The Position

As an Assoc Wealth Manager, you will build and maintain a robust pipeline of prospective clients through networking, cold calling, and industry events. Your role involves driving business development efforts to convert prospects into clients and developing long-term relationships to ensure customer satisfaction and retention. You will prepare comprehensive financial plans, reviews, reports, and client presentations, and lead client meetings and portfolio reviews. Additionally, you will implement approved financial plans and investment strategies, conduct market research to identify trends and competitive insights, and actively participate in Wealth Management meetings to stay informed and contribute to team success.

Requirements

• 5+ years of related experience
• BS/BA degree in Business, Finance or related field or equivalent experience
• Series 7/66 Licenses
• Have attained CFP, CFA, or CPA designation or working towards
• Ability to network and build strong relationships
• Excellent communication and interpersonal skills
• Strong presentation skills
• Proven self-starter with the ability to think and work autonomously
• Ability to collaborate and contribute to a team environment
• Excellent written and verbal skills with careful attention to detail
• Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint

Nice To Haves

• Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)

Responsibilities

• Build and maintain a robust pipeline of prospective clients through, networking, cold calling, and industry events
• Responsible for business development and converting prospects to clients
• Develop and establish long term relationships to ensure customer satisfaction and retention
• Prepare comprehensive financial plans, reviews, reports and client presentations
• Lead client meetings and portfolio reviews
• Implement approved financial plans and investment strategies
• Conduct market research to identify trends and competitive insights
• Actively participate in Wealth Management meetings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees