Morton Wealth
Wealth Advisor
Calabasas, CA
Sponsorship not specifiedDetected 23 days ago
CommunicationCollaborationOrganizational Skills
About the role
- Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position.
- In addition to our unique investment approach, we also offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.
- At Morton, our Wealth Advisors are key contributors to our organization, as their primary responsibility is to foster deep relationships with each of our clients.
Compensation
- Morton Wealth is currently looking for talented individuals who are interested in future opportunities for a Wealth Advisor position.
- We are an RIA that manages roughly $3 billion in assets across 1,200+ families.
- Our investment approach is distinctly not "Wall Street" as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.
- At Morton, our Wealth Advisors are key contributors to our organization, as their primary responsibility is to foster deep relationships with each of our clients.
- Through regular and transparent communication, our Wealth Advisors ensure our clients feel valued and understood, fostering a sense of stability and partnership.
- The expectation is that our advisors prioritize building trust and rapport with our clients to create an amazing experience that ultimately leads to client referrals.
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This listing is sourced directly from Morton Wealth's careers page and normalized into a canonical job model.