Senior Wealth Strategist - Los Angeles
RMG Associates is a national executive search firm specializing in family wealth management. Our client is a major financial institution that is among the most reputable and established firms in the wealth management industry. They are seeking a Senior Wealth Strategist (WS) to be based in their Los Angeles office.
The WS will focus on new HNW/UHNW client business development for this premier wealth management firm that specializes in offering clients insightful perspectives and creative thinking in managing and sustaining their wealth. He or she will actively source prospective new clients and work in a collaborative team environment with the objective of successfully gaining the prospect as a client.
Excellent broad-based wealth management and interpersonal skills are necessary to be successful in this role as well as a proven record of successful client engagement. Qualified candidates must understand the nuances of working with HNW/UHNW clients and how to present a holistic wealth management platform. He or she should be well connected with centers-of-influence and be an active voice in the industry and in the community.
The resources, platform, brand name, and capabilities of this top 10 US-based financial institution are impeccable. Wealth Strategists who possess the work ethic and savvy to succeed in this role are highly rewarded financially, and thrive within this firm.
Selected duties and responsibilities include among others:
Sell investment, trust, banking and advisory services to high net worth individuals and families.
Seek prospects through personal COIs; present proprietary wealth management and associated services and follow through to complete sales process, often in partnership with relationship managers.
Partner with relationships managers, leadership, and other wealth strategists to successfully integrate into a strong collaborative culture based on shared successes.
Selectively maintain ongoing connection with clients and promote relationship enhancement opportunities through relationship managers.
Utilize an understanding of federal, state, and local laws and regulations to ensure that financial planning activities are in compliance.
Research prospects' financial pictures and possible needs to determine how to best provide service.
Consults with clients and their attorneys on the benefits of estate planning products/services.
Participate in related seminars/presentations and product knowledge training for partners.
Experience 7+ years of financial services/wealth management sales experience required.
Series 7, 65
Certifications a plus, CFP®, CPWA, etc.
For confidential consideration, please send a resume to Jeannie Hwang at email@example.com. Candidates who meet the above criteria may call Buzz Bray at 206-402-3401.