AdvicePeriod is a team of financial entrepreneurs with a successful history disrupting the financial services industry. Our team previously built one of the largest independent RIA’s in the country with over $10B in client assets, were ranked by Barron’s as the #1 advisor in the country, literally wrote the book on what really matters to wealth management clients, were named the #1 Best Place to Work in Los Angeles and one of Inc. magazines Best Workplaces for 2018.
We started AdvicePeriod in 2014 to be the advisory firm of the future and we’re always looking for new additions along the way. Join our award-winning team.
You are responsible for providing technical support to the Advisory Team by data gathering, scenario building, investment analysis, and plan presentation. You will also assist in the preparation of balance sheets, allocation tables, portfolio transitions and participate in internal strategy discussions for clients.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.