#890

Private Wealth Manager

Costa Mesa, CA

Multi-Billion AUM, Independent RIA

Overview  

Dynamic, fast growing Multi- Billion AUM Independent RIA is seeking a Private Wealth Manager to manage high net worth client relationships sourced from a custodial referral channel. Step into Multi-Billion AUM while continuing to grow your book over time.

Not a commissioned sales role. No portable book of business required.
 
Highlights  

  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.  
  • Collegial culture, and extensive operational, investment, financial planning and relationship management support. 

    Requirements 

    • 5+ years of wealth management experience including managing relationships with high net worth individual and families
    • Advanced designations such as CFP, JD, CPA or CFA preferred
    • Self-starter that thrives in a fast-paced environment
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