Private Wealth Associate Advisor

Join a team where your expertise truly shapes client outcomes. At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence. Our firm currently advises on approximately $1 billion AUM . Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time. We are seeking a team-oriented, relationship-focused Private Wealth Associate Advisor who takes pride in delivering best-in-class advice. This role is designed for individuals who may be new to the financial planning industry, but who are eager to learn and develop their skills in a dynamic and supportive environment. As an Apprentice Advisor, you will work closely with experienced advisors and gain hands-on experience in providing comprehensive financial planning services to our clients. What you can expect… You will be a core contributor in delivering a world-class planning experience by: Responsibilities Learning and Development: Participate in training programs and workshops to gain a deep understanding of financial planning principles and practices. Shadow experienced advisors during client meetings to observe and learn effective communication and advisory techniques. Client Support: Assist Private Wealth Advisors in preparing for client meetings by gathering necessary information and documentation. Help with the creation of financial plans, reports, and recommendations under the supervision of Private Wealth Advisors and Private Wealth Service Advisors. Assist Private Wealth Advisors in sending follow ups after client meetings through emails, phone calls, and/or virtual or in-person meetings. Research and Analysis: Conduct research on investment options, market trends, and financial products to support client recommendations. Analyze client portfolios and provide insights to Private Wealth Advisors for optimizing investment strategies. Administrative Tasks: Manage client records and ensure all documentation is up-to-date and accurate. Let’s talk about you… We’re looking for a professional who brings both technical excellence and genuine care: Bachelor’s Degree required Certified Financial Planner® (CFP®) designation strongly preferred. Progress towards obtaining the certification is still a plus. Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients’ lives Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork Why join our firm vs anyone else? Partner with a team that values your ideas, expertise, and professional growth Access to extensive training programs and mentorship from experienced advisors Direct impact on clients’ most important financial decisions A culture built on integrity, collaboration, and excellence Opportunities to deepen client-facing responsibilities over time Compensation · Compensation range between $75,000 - $125,000, depending on experience and credentials · Health Benefits, 401K with match, disability insurance, PTO Job Type: Full-time Pay: $75,000.00 - $125,000.00 per year Benefits 401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance Compensation Package: Bonus opportunities License/Certification: CFP (Required) Ability to Commute: Manhattan Beach, CA 90266 (Required) Ability to Relocate: Manhattan Beach, CA 90266: Relocate before starting work (Preferred) Work Location: Hybrid remote in Manhattan Beach, CA 90266