Investment Advisor

Company Description: Our Client is the Los Angeles arm of a wealth management firm that provides customized private banking, investment management, and financial planning services to wealthy individuals, their families, and their businesses.

Responsibilities:
Based out of an office on the Westside, you will be responsible for developing and managing their investment business with existing clients of the organization, as well as developing new relationships. This is a ground floor opportunity within the organization and you will be a key member of staff on the investment team. You will chair the investment committee and participate in the trust management committee.

Requirements:
You must have a minimum of 10 years experience in business development within the trust investment arena and have a detailed understanding of legal, risk and compliance issues as they pertain to asset management. You will be series 7 licensed with a clean U4.