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How do you see your future?

Join a firm where the opportunity for advancement, no matter your role, is taken seriously.

Careers

HOW TO APPLY.

Please submit your resume to recruiting@miraclemileadvisors.com. If you have any questions, please call us at 310.246.1243.

living-the-dream

What could be better? How about…

Miracle-Mile-Advisors-Love-coming-to-work

LOVE COMING
TO WORK ON
MONDAYS

401(K) AND
PROFIT-SHARING
OPTIONS

SUMMER
FRIDAYS

● MEDICAL, DENTAL + VISION INSURANCE

MEDICAL, DENTAL + VISION INSURANCE

Miracle-Mile-Advisors-Fully-Stocked-Kitchen

FULLY
STOCKED
KITCHEN

TEAM LUNCHES

Team
Lunches

MONTHLY WORKOUTS

MONTHLY
WORKOUTS

HERE’S WHERE YOU FIT IN!

Client Service Associate
Portland

A Unique Opportunity at Miracle Mile Advisors – a fun, fast growing, investment firm with an award-winning culture

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm based in Los Angeles. We specialize in providing sophisticated financial planning and investment advice to high net worth families and we love what we do. Our firm has received numerous awards and we are regularly featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Los Angeles Business Journal, Investment News, and Inc. multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

We are currently looking for a Client Service Associate to join our dynamic team. As a Client Service Associate, you will be provided with the opportunity to be a part of one of the fastest growing firms in the wealth management industry, direct interaction with senior advisors and clients, and an intellectually curious work environment.

Key Responsibilities:

  • Assume an integral role in the onboarding process for new clients as well as ongoing client management and communication
  • Assist in the organizational flow of client engagement, including meeting coordination, customized reporting and material preparation.
  • Coordinate with multiple departments including Operations, Investment Strategy, and Marketing to ensure that clients and advisors receive timely resolutions and materials
  • Constantly work to innovate the firm’s processes, procedures, and presentation to support our incredible growth story

Desired Skills & Experience:

  • Bachelor’s Degree
  • Series 65 preferred although not required
  • At least 3-4 years of experience in client service role in a team environment
  • Experience with multiple custodians preferred
  • A self-motivator who is comfortable in an entrepreneurial environment
  • A strong ability to communicate effectively through email and on the phone
  • Ability to work with a high degree of accuracy and multi-task throughout the day

Why Work at Miracle Mile Advisors?

  • We are a fast growing, employee owned firm with incredibly talented people, an authentic culture, and a fast growing business
  • Miracle Mile has a proven track record and we are just getting started, this is still the ground floor!
  • Our world class culture is our top priority, offering perks such as:
    • Monthly fitness classes
    • Regular internal and networking events
    • A fully stocked kitchen
    • Nitro cold brew & kombucha on tap
    • Standing desks, yoga ball chairs, hover boards etc.!
  • We built our firm to put our client’s best interest first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to clients ranging from $1M – $100+M
  • In addition to being part of a fast-paced, entrepreneurial environment, Miracle Mile provides the following benefits:
    • Competitive compensation structure
    • 401(k) Plan
    • Employer health savings account
    • Medical & vision insurance
    • Continuing education support
  • Miracle Mile is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning.

If you like what you hear, please submit your resume to aburchman@miraclemileadvisors.com. We look forward to hearing from you!

There’s a lot to like here.

We really are one of the best places to work. And it shows.

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