Wealth Management Advisor

OPPORTUNITY FOR WEALTH MANAGEMENT ADVISORS Bank-Based High-Net-Worth Advisory Platform An established bank-based wealth management organization is seeking an experienced Wealth Management Advisor II to join its Los Angeles team. This opportunity is designed for an accomplished wealth management professional who enjoys developing meaningful client relationships, delivering sophisticated investment and financial planning solutions, and working collaboratively with senior leadership. The successful candidate will partner closely with Managing Directors to serve an established high-net-worth client base, manage investment portfolios, and contribute to the continued growth of client relationships. Key Responsibilities Partner with Managing Directors to maintain, deepen, and expand high-net-worth client relationships. Manage and co-manage client portfolios, including asset allocation, investment strategy, portfolio rebalancing, and ongoing investment oversight. Develop and present comprehensive financial planning strategies and customized investment proposals. Participate in client and prospective client meetings, providing thoughtful investment guidance and relationship support. Collaborate with wealth planning, trading, and trust professionals to deliver integrated wealth management solutions. Identify business development opportunities, strengthen centers of influence, and expand existing client relationships. Provide a high level of client service while maintaining appropriate documentation and regulatory compliance. Ideal Candidate We are interested in speaking with experienced wealth management professionals who demonstrate: 7–10 years of strong investment management experience. Bachelor's degree and/or MBA in Finance. Strong understanding of portfolio construction, asset allocation, investment strategies, and personal financial planning. Experience working with high-net-worth individuals and families. Proven business development capabilities and strong relationship-building skills. Exceptional interpersonal skills, emotional intelligence, and professional judgment. A collaborative mindset combined with the ability to work independently and take ownership of client relationships. Why Explore This Opportunity? This position offers the opportunity to work alongside experienced wealth management leadership, help manage established client relationships, and deliver comprehensive investment and planning solutions. For professionals seeking a role that combines investment expertise, client engagement, business development, and increasing relationship-management responsibilities, this opportunity warrants a confidential conversation. #J-18808-Ljbffr GRN Shoreline