AdvicePeriod is a rapidly growing SEC-registered investment advisor (RIA), with the mission to reinvent wealth management by integrating new advisory services, leveraging the best in RIA technology.
At AdvicePeriod, our culture drives our business.
Since being ranked the #1 Place to Work in Los Angeles in 2016, we’ve grown from a single office to 13 locations nationwide.
As a national network of like-minded advisors, we are proud to be named one of Inc.
Magazine’s Best Workplaces 2018.
We are committed to building the wealth management firm of the future and that starts with attracting and retaining the best people in the industry.
We are currently seeking an Advisor to join our growing team.
Position Overview
As an Advisor, you will provide sophisticated, personal financial planning solutions to meet high net worth clients’ needs and goals.
The Advisor is responsible for providing excellent client service, including addressing client inquiries and spearheading proactive client communication.
The Advisor will provide analytical support to the Partner Advisor, including creating financial projections and analysis, preparing for client meetings, and participating in client discussions.
Daily Responsibilities:
Monitor and rebalance investment portfolios
Leverage the AdvicePeriod platform to improve the client experience
Coordinate and execute client administrative tasks
Contribute to business development efforts by identifying and helping to close new client relationships.
Qualifications:
Bachelor’s degree in business, finance, accounting, or economics
CFP or CPA designation preferred
5+ years of work experience within the financial services industry or 2+ years of work experience in personal tax planning or tax preparation
Strong analytical skills
Excellent written and verbal communication skills
Self-motivated, entrepreneurial
Professional demeanor
Team player
Commitment to accuracy and detail-oriented
Ability to manage and prioritize tasks
Proficiency with Microsoft Office Suite and Client Relationship Management platforms
What we offer:
Competitive salary, 401(k), and medical/dental/vision benefits
Incentivized bonus
Financial support for approved designations and courses
An Inc.
Best Workplace and Entrepreneur Top Culture environment
Remote work opportunity
AdvicePeriod provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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