Financial Advisor for Growing Wealth Management Firm
- Full-Time
We are seeking a Financial Advisor to join our rapidly growing team!
You will deliver personalized investment solutions to help clients work toward their long-term financial goals. We are passionate wealth advisors with a rapidly expanding clientele. Check out RVWwealth.com for details about our company and why you want to join the family!
Our advisory teams work in pairs, and our senior advisors (the ones who bring in the clients) are seeking additional support to service our clients. You would be in the secondary advisory role, supporting the primary advisors and the clients.
Responsibilities:
Advise clients on investment strategies and other financial decisions
Assess clients' assets, liabilities and overall financial conditions
Prepare presentations that recommend various financial products
Review and communicate portfolio performances to clients
Network and build relationships with new and existing client base
Research investments to advise clients and prospects
​Qualifications:
Previous experience in banking, financing, or other related fields
Familiarity with investment products and services
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
CFA, CFP, CPA, or other qualifications will be given preference and commensurate compensation
An existing book of business is a positive, but not required
As a Fee Only firm, we seek to be objective and holistic when working with clients. RVW Wealth is born out of a CPA firm and embodies the bottom-line approach to financial management and portfolio design.
CFP, CFA or CPA designations are preferred;
RVW Wealth is a growing, dynamic and exciting wealth management firm to work with. Los Angeles and Memphis offices -- feels like a family.
RVW Wealth LLC is an established wealth advisory firm with offices in Los Angeles and Memphis, TN. We are comprised of 20 passionate and caring team members who collectively manage $1 billion of client wealth. Affiliated with a CPA firm, we seek to deliver excellent advice, strategic portfolios and white-glove service.
Address
RVW Wealth LLC
1880 Century Park East
Los Angeles, CAIndustry
Finance and Insurance
Website
Get fresh Financial Advisor for Growing Wealth Management Firm jobs daily straight to your inbox!
You Already Have an Account
We're sending an email you can use to verify and access your account.
If you know your password, you can go to the sign in page.