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Client Service Advisor for Athletes and Entertainers

Life Line Financial Group
Beverly Hills, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Position Description

LifeLine Financial Group is a premier wealth and business management firm in Beverly Hills. We provide vast resources to some of the world's most successful athletes and entertainers to meet their wealth structuring and building needs. Our tailored and comprehensive wealth planning approach empowers our clients to focus on their craft and plan strategically for their future. Client service advisors help clients maximize their actual value, working with them daily to ensure their lives are free of hiccups and assisting clients in transitioning into their new reality as professional athletes. In addition, our team of experienced specialists and advisers provides guidance, high-level client management, financial and risk education, credit solutions, and various other family office services. The ideal candidate is a natural leader with quality intangibles and earnestly desires to build deep and meaningful client relationships. Additionally, you must love working in finance and have a sincere passion for helping others achieve generational wealth.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Provide exceptional client service & serve as client's team lead
  • Build deep meaningful client relationships to facilitate our retention goals
  • Review client's real estate, cars, jewelry, and other illiquid asset purchases
  • Leverage other specialists and resources to ensure successful family office solutions are rendered
  • Streamline client's residential relocation experience
  • Activate concierge teams for travel and concierge requests
  • Analyze and provide custom credit solutions
  • Develop an understanding of client's overall wealth and expenditure behavior
  • Conduct or participate in client's financial, insurance, and risk review
  • Empower clients to hit savings targets to maximize their long term wealth goals
  • Aim to improve operational knowledge and utilize systems as intended
  • Work efficiently to maximize effectiveness and workflow
  • Collaborate with client's external team of private bankers, sports franchise execs, attorneys, and agents, etc
  • Meet compliance and policy requirements, standards, and expectations

Qualifications

  • Bachelor's degree in Accounting, Finance or equivalent
  • 2 years of financial services experience
  • Proficient knowledge of Google Workspace, Microsoft office, CRMs
  • Exceptional attention to detail
  • Excellent organizational, problem solving, and analytical skills
  • Service-oriented with strong interpersonal skills
  • Ability to thrive in a dynamic, fast-paced environment
  • Have a strong work ethic and dedication to providing excellent client service
  • Unwavering commitment to integrity, honesty, and transparency
  • Self-starter with a strong desire to learn and succeed.
  • Advanced degrees or CFPⓇ, ChFC, or other related certifications are a plus

The Perks

  • Competitive salary and bonus potential
  • Medical, dental, and vision insurance
  • 401k with company match
  • Generous PTO
  • Paid vacation, holidays and sick leave
  • Life insurance
  • Advancement opportunities
  • Vibrant, fun, and family-oriented company culture
  • Flexible work environment


Job Posted by ApplicantPro

Life Line Financial Group

Address

Beverly Hills, CA
90211 USA

Industry

Business

View all jobs at Life Line Financial Group