Wealth Management Analyst (Ultra High Net Worth)
Location: Los Angeles
Posted on: January 16, 2022
AdvicePeriod is a rapidly growing SEC-registered investment
advisor (RIA), with the mission to reinvent wealth management by
integrating new advisory services, leveraging the best in RIA
At AdvicePeriod, our culture drives our business. Since being
ranked the #1 Place to Work in Los Angeles in 2016 , we've grown
from a single office to 13 locations nationwide. As a national
network of like-minded advisors, we are proud to be named one of
Inc. Magazine's Best Workplaces 2018.
We are committed to building the wealth management firm of the
future and that starts with attracting and retaining the best
people in the industry. We are currently seeking an Analyst to
support our growing ultra high net worth advisory team.
What you do:
This Analyst position works on our Ultra High Net Worth advisory
team, working with our wealthiest and most complex clients. The
work can be demanding, but those who do well in this role are
excited by the uniqueness and challenges of the populations we
service. In this role, you are responsible for providing technical
support to the Advisory Team by data gathering, scenario building,
investment analysis, and plan presentation. You will also assist in
the preparation and review of personal financial statements,
allocation tables, portfolio transitions, estate planning modeling,
presentation decks, and participate in internal strategy
discussions for clients.
Review, model, analyze, and rebalance investment portfolios.
Develop an understanding of investments, markets, and planning --
learn the AdvicePeriod way.
Create balance sheets, allocation reports, performance reports,
cash flow analysis, Monte Carlo simulations, and other client
Assist in all aspects of client service, including but not limited
to spreadsheets, analyses, letters, tax documentation, emails,
presentations, and data input.
Create and deliver prospective client proposals and
Become an expert in one of the core disciplines/tools (technology,
What You Bring:
Bachelor's degree in Finance, Accounting, Economics or similar
Advanced degree, designations, and/or certifications preferred
(CPA, CFP, MBA, etc.). Demonstrated related experience may
substitute for preferred education.
Minimum of 1 years of experience in similar role required.
Internship experience may be applicable.
Series 65 Required (Series 7 or 66 may be used as substitute). Must
be obtained within three months of employment.
Organized, analytical, and detail oriented
Self-motivated and independent yet exhibits a team player
Indomitable work ethic and the willingness to work additional hours
Strong willingness to learn
Outstanding written and verbal communication skills
What We Offer:
Competitive salary, team-based incentive plan, 401(k), and
Financial support for approved designations and courses
Training through company-sponsored events
An Inc. Best Workplace and Entrepreneur Top Culture environment
AdvicePeriod provides equal employment opportunities to all
employees and applicants for employment and prohibits
discrimination and harassment of any type without regard to race,
color, religion, age, sex, national origin, disability status,
genetics, protected veteran status, sexual orientation, gender
identity or expression, or any other characteristic protected by
federal, state or local laws.
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Keywords: AdvicePeriod, Los Angeles , Wealth Management Analyst (Ultra High Net Worth), Executive , Los Angeles, California
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