Wealth Advisor - Vice President
Focus Financial Partners•Los Angeles, CA
•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
- 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
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
Benefits
- annual cash bonus
- comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Manager
