Wealth Advisor

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Whittier Advisors About Us Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes. Job Description The Wealth Advisor will serve as the primary point of contact of clients, collaborating with the portfolio management team to build strong relationships while providing subject area expertise in financial planning, including multigenerational planning, philanthropy, pre-liquidity planning, and fiduciary advisory. The Wealth Advisor will assist in the firm’s growth through individual and company sponsored business development activities and through superior, ongoing customer service. Core Responsibilities Serves as the primary point of contact in managing all aspects of the client relationship Coordinates with Portfolio Managers to address client needs and develop sophisticated wealth planning strategies Manage and mentor Client Service Associates, including assisting with preparation of customized presentation materials Attends client/prospective client meetings and events Documents client interactions and maintains accurate CRM records Ensures custodian paperwork, contracts, and subscription agreements are prepared and submitted accurately and timely Facilitates cash and security movements Collaborates with leadership on initiatives designed to streamline firm procedures Acts as the “quarterback” of the client relationship, including engaging with outside experts crucial to the client experience (estate planning attorneys, accountants, etc.) Required Qualifications 5-10 years of experience in wealth management Series 7 & 66 Excellent verbal and written communication skills High integrity and empathy Proficiency in Microsoft Office Preferred Qualifications CFP (or desire to obtain) MBA Series 24 (or desire to obtain) Experience with Addepar, Salesforce, Schwab, and/or Fidelity Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance Industries Financial Services and Investment Management Referrals increase your chances of interviewing at Whittier Advisors by 2x Inferred from the description for this job

Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Tuition assistance Get notified about new Wealth Management Advisor jobs in

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