Knightsbridge Wealth Management
Wealth Management Advisor (Newport Beach)
Knightsbridge Wealth Management, Newport Beach, California, United States, 92659
ABOUT KNIGHTSBRIDGE WEALTH MANAGEMENT
Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) headquartered in Newport Beach, CA with $800 million assets under management (AUM) and a 20-year history of helping clients achieve their financial goals. Our mission is to build a firm where wed be happy to have our own family members be full-fee-paying clients, and we achieve this by living out our core values every day. These values include always doing whats best for the client, pursuing excellence in everything we do, treating each other well, and continuously adapting and improving.
WEALTH ADVISOR JOB DESCRIPTION Were looking for an experienced financial professional to lead new client relationships at our growing firm. This position offers direct access to the investment decision-making process, an environment where innovative thinking is valued, and collaborative mentorship from a veteran advisor and our firms founder with 30+ years experience. Well supply the clients.
The right candidate will: Seek to build deep, long-lasting client relationships where interests are aligned Engage clients with the gravitas and presence necessary to lead a relationship Discuss personal finance and investment markets in a way that breeds confidence and trust Uphold the highest standards of professionalism, integrity, and respect Embrace a dynamic, fast-paced environment with a problem-solving mindset Be a self-starter and team player
Responsibilities: Master and utilize the firms array of investment solutions and tax strategies Prepare for and conduct prospect meetings and client reviews Design personalized and appropriate investment objectives Build and deliver comprehensive financial and tax plans with confidence and competence, cultivating trust in the firms solutions and capabilities Execute proactive client outreach and respond to client inquiries Facilitate a seamless client onboarding process Direct operations and account service personnel to uphold an elevated, high-quality client experience Take on other duties, as assigned Ability to bring in new accounts is not required, but always welcome
Qualifications Bachelors degree: CFA or CPA strongly preferred 7+ years experience in a client-facing or investment-related position 5+ years experience as a wealth management advisor conducting client conversations required Experience at a large RIA ($2-10 billion AUM) preferred Familiarity with Tamarac, Schwab, Fidelity, RightCapital, and Holistiplan preferred
Benefits: $150,000-$190,000 annual salary Annual bonuses tied to the number of client relationships independently owned 50% match of employee 401k contribution 100% coverage of employee health insurance premiums Three weeks paid vacation that increases with tenure One firmwide work from home day per week A fun annual company retreat
WEALTH ADVISOR JOB DESCRIPTION Were looking for an experienced financial professional to lead new client relationships at our growing firm. This position offers direct access to the investment decision-making process, an environment where innovative thinking is valued, and collaborative mentorship from a veteran advisor and our firms founder with 30+ years experience. Well supply the clients.
The right candidate will: Seek to build deep, long-lasting client relationships where interests are aligned Engage clients with the gravitas and presence necessary to lead a relationship Discuss personal finance and investment markets in a way that breeds confidence and trust Uphold the highest standards of professionalism, integrity, and respect Embrace a dynamic, fast-paced environment with a problem-solving mindset Be a self-starter and team player
Responsibilities: Master and utilize the firms array of investment solutions and tax strategies Prepare for and conduct prospect meetings and client reviews Design personalized and appropriate investment objectives Build and deliver comprehensive financial and tax plans with confidence and competence, cultivating trust in the firms solutions and capabilities Execute proactive client outreach and respond to client inquiries Facilitate a seamless client onboarding process Direct operations and account service personnel to uphold an elevated, high-quality client experience Take on other duties, as assigned Ability to bring in new accounts is not required, but always welcome
Qualifications Bachelors degree: CFA or CPA strongly preferred 7+ years experience in a client-facing or investment-related position 5+ years experience as a wealth management advisor conducting client conversations required Experience at a large RIA ($2-10 billion AUM) preferred Familiarity with Tamarac, Schwab, Fidelity, RightCapital, and Holistiplan preferred
Benefits: $150,000-$190,000 annual salary Annual bonuses tied to the number of client relationships independently owned 50% match of employee 401k contribution 100% coverage of employee health insurance premiums Three weeks paid vacation that increases with tenure One firmwide work from home day per week A fun annual company retreat