nnCamden Capital is a Barron’s Top 50 Registered Investment Advisor with approximately $3.9 billion in assets under management as of September 30, 2020 and offices located in Los Angeles, Century City, Manhattan Beach and North Palm Beach.nn nn n nn nnWe seek to provide a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs.
Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management.
We are a manager-agnostic and a fee-based only model.
We custody assets at third party custodians and we are held to the fiduciary standard.
Our goal is to extend the power of our clients’ prosperity, preserve their assets, safeguard their way of life and help secure their financial well-being.
nn nn n nn nnWe are looking for a highly motivated and trustworthy professional to join our Los Angeles-based team as a Financial Advisor.
Candidates will have the opportunity to join our team of motivated advisors who are dedicated to providing the utmost excellent service to our clients.
Each Camden Capital Advisor has access to a full team of support, including the Chief Investment Officer, an Investment Analyst, a Client Service Associate, a Financial Planner, and the Marketing & PR team.nn nn n nn nn Responsibilities include, but are not limited to: nn Source and manage new and existing clients Review and analyze investment portfolios and making suitable product recommendations for clients Communicate with clients, providing services in account management, technical support, and problem-solving Acquire and demonstrate knowledge of and adherence to the regulation of securities, investments and investment products, securities markets, and financial planning Work with team to prepare correspondence, spreadsheets, and presentation materials for client meetings and communication Assist in firm-wide projects where needed nn n nn nn Qualifications: nn nnIdeal candidates will have the following attributes/experience:nn 10+ years of experience as a Registered Investment Advisor working with high net worth clients Minimum portable AUM of $100 million of mostly qualified HNW clients Ability to transfer current book of business to job role Required Licenses: Series 65 Previous comprehensive, fee-based planning experience Demonstrated level of technical expertise on wealth planning issues Excellent presentation, listening, writing and communication skills Must enjoy working with clients and have excellent relationship building skills Undergraduate degree in Finance, Accounting, Economics, Mathematics or equivalent knowledge preferred Proficiency in MS Office applications and basic information technology troubleshooting skills nn nn nn Our Offer: nn Competitive compensation package with base salary and quarterly revenue payout Retirement and health benefits Encouraged career mobility and advancement within the organization Continuing education opportunities Executive Development and Sales Coaching opportunities