Join the #1 Best Place to Work, Period. 

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.

Wealth Strategist/Advisor

WHAT YOU DO:

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.

WHAT YOU BRING:

  • Bachelor’s degree with 3+ years of relevant experience wealth management or trust and estate law
  • Advance degree (J.D. or LL.M. degree strongly preferred)
  • Proficient understanding of tax & estate planning
  • Organized, analytical, and detail oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Indomitable work ethic and the willingness to work additional hours as needed
  • Strong willingness to learn
  • Outstanding written and verbal communication skills
  • Ability to foster teamwork and motivate colleagues

WHAT WE OFFER:

  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • An Inc. Best Workplace environment

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.