#869

Senior Investment Advisor

Beverly Hills, CA

1B+ AUM Boutique RIA

Overview

Dynamic Independent Registered Investment Advisor seeks a Senior Investment Advisor – Director, to source new clientele as well as inherit client relationships from partners to grow fee-based AUM and revenue.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele ($5M-200M net worth) targeting entrepreneurs, executives and family offices.

Highlights

  • Collegial and diverse firm culture with institutional level operational, technology and relationship management support
  • Significant base compensation and bonus structure with long-term payouts in perpetuity
  • The Firm takes a unique quantitative and data driven approach to investing, building customized portfolios with individual securities to take advantage of proprietary risk/return and tax efficiency algorithms.

Requirements

  • Successful track record in sourcing, building and maintaining relationships with high-net-worth clientele in investment management
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