Nc Health Affiliates LLC
Wealth Advisor - Vice President
Los Angeles, CA · Exec
Sponsorship not specified$29k-$38kDetected 28 days ago
ResearchCommunicationPublic Speaking
About the role
- NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele.
- Consolidate assets and driving revenue growth
- Generate opportunities for branch office presentation
Responsibilities
- Develop relationships within existing client book
- Follow leads from lead source, develop opportunity, close and onboard prospective clients
- Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support
- Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro
- Maintain client communication in the contact management system
- Ability to network with partners, be an ambassador of the firm
Requirements
- Bachelor's Degree
- 5+ years of experience
- Ability to learn and communicate market and investment product knowledge for systematic strategies
- Strong communication skills
Nice to have
- CFP or equivalent preferred
Skills
- Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills
Compensation
- The annualized base pay range for this role is expected to be $200,00 base salary compensation range.
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