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.
Our UHNW client base and service offering is growing rapidly, and we are seeking to hire a Wealth Strategist/Advisor who can assist us as we expand our family office services. As a Wealth Strategist, your core responsibilities include, working with client advisors to identify, architect, and execute appropriate planning opportunities, coordinating comprehensive and integrated planning across our UHNW client base, working with outside advisors to ensure smooth implementation, and servicing and building client relationships.
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.