Bel Air Investment Advisors LLC is one of the pioneers within the independent wealth management industry, exclusively serving the investment related needs of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which guide its practice. Based in both Los Angeles and San Francisco, with clients across the country, Bel Air’s clients rank among the most successful entrepreneurs, philanthropists, and artists with minimum investment accounts of $10 million.

The group is seeking a Financial Advisor to support their growing business. The Financial Advisor is the cornerstone of the comprehensive wealth management relationship and must demonstrate a broad base of knowledge across all functions of the investment advisory business. Fundamental knowledge of the investment markets, asset allocation, estate and tax planning, and insurance is key. Equally important, the Financial Advisor is responsible for developing, supporting, and managing client relationships and therefore must have strong interpersonal skills. Proactive networking will be crucial to a candidate’s success, as well as contributing to Bel Air’s culture of innovation, enthusiasm, respect, and uncompromising ethics.

The candidate should have strong professional verbal and written communication, interpersonal skills, as well as the ability to motivate self and others to deliver high quality output. The position requires the willingness to work a flexible schedule, including select travel, and offers an attractive development path within Bel Air Investment Advisors LLC.