Wealth Advisor
$140,000–$225,000 year
On-siteThousand Oaks, California, United States
Job Summary
Lead the design and oversight of client portfolios, integrating institutional-quality alternative investments and private assets for a $3B+ independent RIA. Maintain high-frequency client touchpoints via video, digital communication, and in-person gatherings to ensure consistent prioritization. Drive signature service initiatives beyond standard expectations to foster lifelong loyalty and organic referrals. Act as the central point of contact between clients and internal trading and planning departments to ensure precise execution. Optimize wallet share and convert firm-generated leads and personal networking opportunities to expand the firm's impact. Requires CFP® designation, five years of client-facing advisory experience, and exceptional ability to translate complex financial concepts. Base salary ranges from 140 to 225k all in with comprehensive health and retirement benefits.
Required Qualifications
- Minimum of 5 years in a client-facing advisory role
- Certified Financial Planner (CFP®) designation
Desired Qualifications
- Experience within an independent RIA or boutique wealth management setting
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