Wealth Advisor - Vice President

Focus Financial Partners•Los Angeles, CA

3d•Onsite

About The Position

NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources.

Requirements

Bachelor’s Degree
5+ years of experience
CFP or equivalent
Strong communication skills
Ability to learn and communicate market and investment product knowledge for systematic strategies

Responsibilities

Develop relationships within existing client book
Consolidate assets and driving revenue growth
Ability to network with partners, be an ambassador of the firm
Generate opportunities for branch office presentation
Follow leads from lead source, develop opportunity, close and onboard prospective clients
Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support
Scheduling client reviews, account paperwork, and miscellaneous service items as needed
Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro
Maintain client communication in the contact management system
Respond to incoming emails, calls and meeting requests
A positive attitude and high energy level
Proactive communication and follow up
Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills