Private Wealth Service Advisor

Private Wealth Service 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 $700M AUM and over 450 households. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.

We are seeking an experienced, relationship-focused Private Wealth Service Advisor who takes pride in delivering best-in-class planning. You will partner closely with a Private Wealth Advisor to design, refine, and implement holistic financial plans, while playing a key role in elevating the client experience. This is an opportunity to join a respected firm where your technical skill, strategic thinking, and passion for client outcomes will be valued and rewarded.

What you can expect…

You will be a core contributor in delivering a world-class planning experience by:

Comprehensive Planning & Analysis

• Building and updating holistic financial plans for both new and existing clients.
• Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations.
• Translating client goals, timelines, and data into an integrated plan covering:
• • Investments & portfolio construction
• Retirement planning & income distribution
• Estate planning concepts
• Insurance analysis (Life, Disability, Long-Term Care)
• Cash flow & liability management
• Tax-aware strategies
• Education funding
• Major purchases & long-term savings strategies
• Business planning

Client-Ready Deliverables & Support

• Creating and updating investment proposals and insurance illustrations.
• Preparing advisors with planning insights and investment updates prior to client meetings.
• Ensuring all planning data and client information is accurately captured in our CRM.

Client Engagement & Growth

• Once acclimated to our planning philosophy, contributing directly to client education and plan delivery.
• Partnering across the firm to enhance our service model and drive client satisfaction

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
• Experience working with high-net-worth or mass-affluent clients
• 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
• 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 is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact.
• Health Benefits, 401K with match, disability insurance, PTO