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UHNW Client Advisor: Wealth Strategy & Portfolio
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-01-01
Listing for:
Focus Financial Partners, LLC
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Los Angeles is seeking an Associate, Client Advisor to support ultra-high-net-worth clients with investment and financial planning. The successful candidate will help coordinate account openings, prepare presentations, and monitor portfolios. Ideal candidates possess a Bachelor's degree, exceptional organizational skills, and a commitment to high-quality service. The role offers a hybrid work model, providing flexibility while maintaining a focus on client needs.
Competitive salary range from $70,000 to $90,000 based on experience.
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