Los Angeles-based investment advisory firm is seeking a Senior Advisor to work closely with and serve as the primary advisor to new and existing clients. Clients include high-net-worth individuals and families, retirement plans and non-profits. Westmount Asset Management is one of the oldest and largest independent RIA firms in Los Angeles, with over $3 billion in assets under management.
The primary responsibilities of the position involve the following:
manage client relationships
design customized investment and allocation plans
introduce the financial planning process into each client relationship
serve on the firm’s Wealth Planning Committee
The Senior Advisor position provides tremendous opportunities for professional growth within the firm. Compensation and benefits are highly competitive.
Bachelors degree and a minimum of 3-4 years of client-facing investment experience and 5-7 years of professional experience in financial services are required.
Strong client focus and a proven ability to think in terms of the client experience and perspective.
Highly motivated and personable with outstanding verbal and written communication skills, excellent judgment and analytical abilities, keen attention to detail and solid organizational skills.
Advanced understanding of investments and an interpersonal skill set that enables you to discuss investments and financial planning topics with clients in an authoritative yet warm and engaging manner that inspires confidence.
Desirable: CFP, CFA or tax or estate planning background.
Additional Salary Information: Highly competitive compensation and benefits.
About Westmount Asset Management
From the beginning, Westmount was independent and objective. We were among the first to adopt the fiduciary advisor model that eliminated commissions — and conflicts of interest. We innovated in many other areas that are becoming industry standards: delivering institutional-style investing for individuals; opening up access to real estate and other alternative investments; providing sophisticated financial planning; and, investing for positive social and environmental change.
Our proudest accomplishment is the tight-knit collective of talents we’ve brought together for our clients. Our team includes specialists in investment research, financial planning and client service, blending seasoned wisdom with fresh perspectives.
Many of our long-time clients have retired and put into effect the plans we’ve developed together. This experience is hugely gratifying, for them and for us. We’re also helping new generations of clients plan their futures with genuine confidence and enthusiasm. This is what Westmount is all about.