Job Opening

Wealth Strategist/Advisor

Job Title: Wealth Strategist/Advisor

Location: Los Angeles

Our UHNW client base and service offering is growing rapidly, and we are seeking to hire a Wealth Strategist/Advisor who can assist us as we expand our family office services.  As a Wealth Strategist, your core responsibilities include, working with client advisors to identify, architect, and execute appropriate planning opportunities, coordinating comprehensive and integrated planning across our UHNW client base, working with outside advisors to ensure smooth implementation, and servicing and building client relationships.
 ** No Licenses Held **

Education: Bachelor’s degree with 3+ years of relevant experience wealth management or trust and estate law

  • Advance degree (J.D. or LL.M. degree strongly preferred)
  • Proficient understanding of tax & estate planning
  • Organized, analytical, and detail oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Indomitable work ethic and the willingness to work additional hours as needed
  • Strong willingness to learn
  • Outstanding written and verbal communication skills
  • Ability to foster teamwork and motivate colleagues


  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • An Inc. Best Workplace environment