We're looking for an experienced financial professional to lead new client relationships at our growing firm. Knightsbridge Wealth Management is a client-centric, research-driven, independent RIA with $800M in assets under management. This position offers direct access to the investment decision-making process, an environment where innovative thinking is valued, and collaborative mentorship from a veteran advisor and our firm's founder with 30+ years' experience. We'll supply the clients.
The right candidate will:
Seek to build deep, long-lasting client relationships where interests are aligned
Engage clients with the gravitas and presence necessary to lead a relationship
Discuss personal finance and investment markets in a way that breeds confidence and trust
Uphold the highest standards of professionalism, integrity, and respect
Embrace a dynamic, fast-paced environment with a problem-solving mindset
Be a self-starter and team player
Responsibilities
Master and utilize the firm's array of investment solutions and tax strategies
Prepare for and conduct prospect meetings and client reviews
Design personalized and appropriate investment objectives
Build and deliver comprehensive financial and tax plans
Execute proactive client outreach and respond to client inquiries
Facilitate a seamless client onboarding process
Direct operations and account service personnel to uphold an elevated, high-quality client experience
Take on other duties, as assigned
Ability to bring in new accounts is not required
Qualifications
Bachelor's degree; CFA, CFP, or CPA strongly preferred
7+ years' experience in a client-facing or investment-related position
Familiarity with Tamarac, Schwab, Fidelity, RightCapital, and Holistiplan preferred
Benefits
$130,000-$160,000 annual salary
Annual bonuses tied to the number of client relationships independently owned
50% match of employee 401k contribution
100% coverage of employee's health insurance premiums
Three weeks paid vacation that increases with tenure