Location: Santa Monica
Hours: Full-Time
About Us:
We are a Registered Investment Advisory Firm that prioritizes client success. Our team creates tailored strategies for high-net-worth individuals and companies, focusing on tax-efficient investment strategies, risk management, and retirement and estate planning. We provide access to institutional private market strategies and believe in providing an environment built on integrity, expertise, self-discipline, service, loyalty, innovation, and transparency.
Position Overview:
We are seeking an Administrative/Sales Support Team Member to join our team in Santa Monica. The ideal candidate will work directly with a lead advisor to service current clients and prospect for new clients. The candidate should have an interest in sales and business development and be able to provide knowledgeable, objective financial guidance to clients.
Responsibilities:
Assist Financial Advisors in servicing current clients and prospecting for new clients.
Provide information/education to clients about the purpose and details of financial products, services, and strategies.
Build and maintain a client base, keep client plans up-to-date, and acquire new clients on an ongoing basis.
Contact clients periodically to determine if there have been changes in their financial status.
Maintain accurate client records in our database.
Participate in client meetings and other company events as needed.
Requirements:
4 Year Bachelor's Degree
1-2 years of experience in financial services or related field preferred
Strong communication and interpersonal skills
Attention to detail and organizational skills
Ability to work independently and as part of a team
Interest in sales and business development
Proficiency in Microsoft Office and other relevant software
If you are passionate about providing exceptional customer service, enjoy working in a fast-paced environment, and have a desire to grow in the financial services industry, we encourage you to apply. We believe in fostering an environment built on integrity, expertise, self-discipline, service, loyalty, innovation, and transparency. Please submit your resume for consideration.
- Principals only. Recruiters, please don't contact this job poster.
- do NOT contact us with unsolicited services or offers
