How do you see your future?

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A Unique, Ground Floor 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 that is expanding nationwide. 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 an experienced Financial Advisor to join our team in Los Angeles. Our platform offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest growing firms in the country.

As an Advisor with Miracle Mile Advisors, you will be provided with:

• The opportunity to advise clients in a conflict-free, meaningful way
• Access to cutting edge technology and open architecture structure of services and products
• Professionally developed marketing and business development resources
• An opportunity to be mentored by experienced advisors as you begin to develop and cultivate your own client base

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 preferred although not required
• Track record of developing business successfully through traditional and digital channels
• At least 2 years of industry experience in a client facing role working with high net worth individuals
• Strong compliance record
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor

Most importantly, we are looking for an advisor who is ambitious, passionate about loving what they do, has a great attitude, and wants to be part of a team culture that values everyone’s contribution.

Why Work at Miracle Mile Advisors?

• We are an 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
• 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
• Willing to consider remote or hybrid work location for the right candidate

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@p7w.4de.myftpupload.com. We look forward to hearing from you!

A Unique, Ground Floor 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 that is expanding nationwide. 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 an experienced Financial Advisor to join our team in San Fransisco and play an integral role in building into the region. Our platform offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest growing firms in the country.

As an Advisor with Miracle Mile Advisors, you will be provided with:

• The opportunity to advise clients in a conflict-free, meaningful way
• Access to cutting edge technology and open architecture structure of services and products
• Professionally developed marketing and business development resources
• An opportunity to be mentored by experienced advisors as you begin to develop and cultivate your own client base

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 preferred although not required
• Track record of developing business successfully through traditional and digital channels
• At least 2 years of industry experience in a client facing role working with high net worth individuals
• Strong compliance record
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor

Most importantly, we are looking for an advisor who is ambitious, passionate about loving what they do, has a great attitude, and wants to be part of a team culture that values everyone’s contribution.

Why Work at Miracle Mile Advisors?

• We are an 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
• 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
• Willing to consider remote or hybrid work location for the right candidate

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@p7w.4de.myftpupload.com. We look forward to hearing from you!

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 an experienced Senior Financial Advisor to join our dynamic team. Our platform offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest growing firms in California.

As an Advisor with Miracle Mile Advisors, you will be provided with:

• The opportunity to advise clients in a conflict-free, meaningful way
• Access to cutting edge technology and open architecture structure of services and products
• Professionally developed marketing and business development resources
• A compelling compensation structure, transition financing, and the ability to have ownership in your book of business

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 preferred although not required
• Track record of developing business successfully through traditional and digital channels
• At least 2 years of industry experience in a client facing role working with high net worth individuals
• Strong compliance record
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor

Most importantly, we are looking for an advisor who is ambitious, passionate about loving what they do, has a great attitude, and wants to be part of a team culture that values everyone’s contribution.

Why Work at Miracle Mile Advisors?

• We are an 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
• 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
• Willing to consider remote or hybrid work location for the right candidate

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@p7w.4de.myftpupload.com. We look forward to hearing from you!

A Unique, Ground Floor 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 that is expanding nationwide. 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 an experienced Financial Advisor to join our team in New York and play an integral role in building into the region. Our platform offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest growing firms in the country.

As an Advisor with Miracle Mile Advisors, you will be provided with:

• The opportunity to advise clients in a conflict-free, meaningful way
• Access to cutting edge technology and open architecture structure of services and products
• Professionally developed marketing and business development resources
• An opportunity to be mentored by experienced advisors as you begin to develop and cultivate your own client base

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 preferred although not required
• Track record of developing business successfully through traditional and digital channels
• At least 2 years of industry experience in a client facing role working with high net worth individuals
• Strong compliance record
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor

Most importantly, we are looking for an advisor who is ambitious, passionate about loving what they do, has a great attitude, and wants to be part of a team culture that values everyone’s contribution.

Why Work at Miracle Mile Advisors?

• We are an 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
• 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
• Willing to consider remote or hybrid work location for the right candidate

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@p7w.4de.myftpupload.com. We look forward to hearing from you!

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 an experienced Senior Financial Advisor to join our dynamic team. Our platform offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest growing firms in California.

As an Advisor with Miracle Mile Advisors, you will be provided with:

• The opportunity to advise clients in a conflict-free, meaningful way
• Access to cutting edge technology and open architecture structure of services and products
• Professionally developed marketing and business development resources
• A compelling compensation structure, transition financing, and the ability to have ownership in your book of business

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 preferred although not required
• Track record of developing business successfully through traditional and digital channels
• At least 2 years of industry experience in a client facing role working with high net worth individuals
• Strong compliance record
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor

Most importantly, we are looking for an advisor who is ambitious, passionate about loving what they do, has a great attitude, and wants to be part of a team culture that values everyone’s contribution.

Why Work at Miracle Mile Advisors?

• We are an 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
• 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@p7w.4de.myftpupload.com. We look forward to hearing from you!

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint. 

Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. 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 featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Miracle Mile Advisors is searching for qualified candidates to join our team as a Senior Accountant. As a Senior Accountant, you will play the primary role in accounting operations, oversight of our third-party accounting firm while transitioning accounting functions in-house, and ensuring the accuracy and integrity of our financial records.

You will work closely with our management team and will report to the Director of Finance. The ideal candidate is highly skilled in accounting principles, possesses strong analytical abilities, and thrives in a fast-paced, client-focused environment. Additionally, the candidate has the ability to develop and grow the accounting department, eventually becoming the firm’s Controller.

Job Responsibilities

• Accounting & Accounting Operations
  • Financial statement preparation, including ensuring GAAP compliance.
  • Lead account receivable and account payable functions.
  • Conduct quarterly billing process.
  • Conduct bi-monthly payroll, calculate variable compensation based on contracts, and lead the communication of these with employees, advisory teams, and third parties.
  • Coordination with third-party firms to transition key accounting functions in-house.
• Analysis
  • Play a key role in the annual budgeting process, coordinating with key stakeholders throughout Miracle Mile.
  • Monitor variances to budget.
  • Set and maintain accruals, including revenue projections based on mid-quarter market movements.
  • Aid in cash management and cash position forecasting.
• Scale Accounting Department
  • Manage the corporate spending platform.
  • Lead the accounting integration of acquisitions.
  • Develop and document business processes and accounting policies to maintain and strengthen controls.
  • Aid in internal and external audits to ensure compliance.

Role Prerequisites

• Bachelor’s degree in Accounting, Finance, or a related field.
• Proven experience (4-5 years) in accounting or financial management roles is required; Big 4 experience is preferred.
• A Certified Public Accountant (CPA) designation is preferred.
• Desire to become the firm’s controller over time.
• Experience in the wealth management industry is a strong plus.
• Experience with payroll functions is a plus; a working knowledge of payroll tax codes or the ability to learn them in states where Miracle Mile has a presence (CA, NY, OR, WA, IL).

Competencies 

• In-depth knowledge of accounting principles, financial analysis, and reporting standards.
• Proficiency in financial software and tools, such as Sage Intacct, Excel, Bill.com and corporate payment platforms.
• Excellent analytical skills with the ability to interpret complex financial data accurately.
• Attention to detail and a high level of accuracy in data analysis and financial reporting.
• Strong interpersonal and communication skills to effectively collaborate with teammates, financial advisors, and internal stakeholders.
• Ability to prioritize tasks, work independently, and meet deadlines in a fast-paced environment.
• Uphold ethical standards and maintain strict confidentiality in handling sensitive financial information.

Other Relevant Information

• This is a full-time position based in Los Angeles, CA and in our West Los Angeles office.
• The position may require occasional travel to attend industry conferences.
• Salary and benefits will be commensurate with experience and industry standards.

If you are interested in applying, please submit your resume to ssmith@p7w.4de.myftpupload.com. We look forward to hearing from you!

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 with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. 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 featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Miracle Mile Advisors (“MMA”) is seeking an experienced Wealth & Estate Strategist (WES) to join the team. This newly created role will support initiatives firmwide that will include areas of estate and trust planning, tax planning, and gifting. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, strong people skills, and a passion for legal analysis and strategy. The WES will have a proven ability to conduct research and deep-dive analysis on individual estate taxation, income taxation, taxation, and other financial planning strategies, to prepare and deliver comprehensive estate plans that help clients achieve their goals. The Wealth & Estate Strategist will foster strong relationships through regularly interfacing with clients, financial advisors, relationship managers, and other team members. The chosen candidate will be instrumental in establishing superior estate planning services for the firm’s financial advisors in support of their high-net-worth and ultra-high-net-worth clients. The position is based in Los Angeles; however, it is open to exceptional candidates in other locations who are willing to travel as needed. This role reports to the firm’s Head of Wealth Management.

Job Responsibilities

• Serve as the primary contact for supporting Miracle Mile’s clients in their estate, trust, and tax planning.
• Partner with Head of WM to set MMA wealth planning strategy and curated client experience anchored in planning.
• Work closely with Financial Advisors to build relationships with high-net-worth clients and prospects across the country by providing guidance on estate and tax planning issues.
• Simplify complex legal topics, analyses, and structures into comprehensible terms for client understanding and education.
• Compare and contrast multiple estate planning alternatives/options for clients.
• Present estate planning options to clients in comprehensible language.
• Oversee investment analyst teams to provide clients with information and analysis focusing on estate, gift, and income tax planning.

Education/Experience

• A bachelor’s degree required from an accredited university with a strong educational foundation in finance and economics.
• JD required.
• Estate Planning/Trust/Fiduciary specialist experience is preferred.
• Financial planning/wealth management acumen, judgment, and experience. Experience working at wealth management firm (preferred).
• Experience in investment management and/or financial advisory services with demonstrated ability to develop and manage client relationships.
• Financial planning/wealth management acumen, judgment, and experience.

Competencies

• Strong problem-solving and research skills.
• Capacity to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization, and automation.
• Superior communications skills, both oral and written, strong presentation skills.
• Comfortable interacting with high-net-worth individuals, in both physical and virtual formats, and in advising them on financial planning concepts.
• Team player with strong coaching and leadership skills; excellent relationship management skills.
• A demonstrated ability to establish priorities and meet goals.
• Ability to communicate effectively to prospective clients with varying degrees of investment knowledge.
• Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced, and growing environment.
• Unimpeachable ethical standards and a strong work ethic.

Characteristics

• Commitment to producing high-quality work product.
• Capacity and passion for being part of a fast-growing team.
• Pro-activity and creativity in identifying issues, solutions, and opportunities for efficiency.
• Team-oriented with the ability to build relationships and earn the respect of others.
• Client-first attitude. Heightened attention to detail; must be meticulous and consistently accurate.

If you are interested in applying, please submit your resume to ssmith@p7w.4de.myftpupload.com. We look forward to hearing from you!

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint. 

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. 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 featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Are you passionate about the world of finance and investments? Do you thrive on analyzing complex market trends and devising winning strategies? If so, we have an exciting opportunity for you to join our dynamic team. Miracle Mile Advisors is seeking a highly skilled and experienced Investment Strategist. As an Investment Strategist, you will play a pivotal role in guiding our investment decisions and shaping our overall investment strategies provided by the investment team. With a focus on achieving optimal returns while managing risks, you will provide valuable insights, analysis, and recommendations to our advisors.

You will work closely with our management team and will report to the Chief Investment Officer. The ideal candidate is highly skilled in investment principles, possesses strong analytical abilities, and thrives in a fast-paced, client-focused environment.

Responsibilities

• Conduct in-depth research and analysis of various financial markets, including stocks, bonds, commodities, currencies, and alternative investments. Keep abreast of economic indicators, geopolitical events, and industry trends to identify potential opportunities and risks.
• Stay at the forefront of investment trends and industry best practices. Contribute to the development of thought leadership content, market insights, and educational materials to enrich our clients’ understanding of investment opportunities.
• Provide expert advice on asset allocation, portfolio construction, and risk management techniques.
• Produce detailed reports, presentations, and investment commentaries for clients and internal use.
• Monitor and evaluate investment performance, making recommendations for adjustments as necessary.
• Collaborate with portfolio managers, financial advisors, and other stakeholders to develop comprehensive investment solutions for clients.

Role Prerequisites

• Bachelor’s degree in finance, economics, or a related field. A master’s degree is preferred.
• CFA (Chartered Financial Analyst) designation is required.
• Minimum of 8 years of experience in investment management, preferably within a wealth management or asset management firm.

Competencies 

• Strong knowledge of financial markets, investment vehicles, and portfolio management principles.
• Exceptional communication and presentation skills, with the ability to effectively articulate investment concepts to clients and colleagues.
• Strong attention to detail and the ability to manage multiple priorities effectively.
• Advanced knowledge of the Microsoft Office suite of applications.
• Proven expertise in developing investment strategies and delivering superior investment results.
• Excellent analytical and quantitative skills, with the ability to interpret complex financial data.
• Demonstrated ability to work collaboratively in a team environment.
• Compliance-oriented mindset with a thorough understanding of regulatory requirements.

Other Relevant Information

• This is a full-time position based in Los Angeles, CA.
• This position will work primarily in the West Los Angeles office.
• The position may require occasional travel to attend industry conferences.
• Salary range from $175,000-$200,000.

If you are interested in applying, please submit your resume to ssmith@p7w.4de.myftpupload.com. We look forward to hearing from you!

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint. 

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. 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 featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Miracle Mile Advisors (“MMA”) is searching for qualified candidates to join our team as a Client Relationship Manager in our Sausalito, CA office. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, and strong people skills.

Job Responsibilities

• Serve as Primary Advisor to maintain and support a substantial population of inherited, existing client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services
• Serve as Secondary Advisor to support the same functions for another set of clients, supporting an established senior Bay Area Advisor
• Identify and document each client’s unique goals and objectives
• Evaluate, implement, and manage investment solutions to meet client goals and objectives
• Prepare and deliver appropriate financial planning for each client
• Coordinate with other Miracle Mile resources and clients outside advisors, including CPA and attorneys, to facilitate a client’s holistic wealth plan
• Conduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectives
• Manage existing referral relationships to source new clients
• Partner with business development officers to close and on-board new clients

Education & Experience

• Bachelor’s degree or higher
• CFP designation
• Minimum 3-5 years in a financial advisory role with demonstrated ability to retain and manager client relationships

Competencies

• Ability to function in both a Primary Advisor role and a Secondary Advisor role, supporting a Senior Primary Advisor
• Financial planning/wealth management acumen, judgement, and experience
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Proficiency in financial planning software, ideally eMoney
• Excellent communication, listening, and relationship building skills
• Proactive, self-motivated approach

The salary range is $150K-250K. 

If you are interested in applying, please submit your resume to ssmith@p7w.4de.myftpupload.com. We look forward to hearing from you!

A Unique Opportunity at Miracle Mile Advisors – an award-winning independent RIA with an amazing culture and national footprint. 

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Chicago, and more. 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 featured in Forbes, Barron’s, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine 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 full-time Client Service Associate/Administrative Associate to join the team in our Sausalito office. Our RIA offers multiple avenues of growth, which is why we’re regularly recognized as one of the fastest-growing wealth management firms in the country. This Client Service Associate/Administrative Associate is an entry level position that is instrumental in supporting the advisory team, with upward mobility for multiple career paths and an excellent opportunity to develop within the financial services industry.

Job Responsibilities

• Provide operational and administrative support to Client Advisors/Relationship Managers in their daily business practices
• Act as primary point of contact for client issues and concerns
• Organize, track, and lead team projects; seeing them through to a successful completion
• Assist in preparing relevant marketing materials and proposals for prospective client meetings
• Generate and substantiate household and portfolio reports for meetings with existing clients
• Initiate trade orders and account rebalances by means of client request; ensure completion of such requests and appropriate communication with client
• Maintain key client information in CRM and reporting systems
• Manage individual client web portals and educate clients on the relevant capabilities and services
• Coordinate annual tax reporting and completion of relevant tax documentation with accountants
• Schedule client review meetings, to include many complex multi-party meetings, both in-person and virtual
• Coordinate travel arrangements, including flights, hotel accommodations and car rentals
• Assist in strategically managing weekly schedules and prioritizing meetings, trips, and tasks
• Track and enter Advisor expenses for accounting purposes
• Attend virtual meetings with clients and centers of influence when requested, to take notes and track follow-up items
• Monitor Primary Advisor’s schedule and workflow and communicate daily updates and delegations to the rest of the team
• Work with Primary Advisor’s personal assistant to make sure everyone is aware of travel plans and scheduling

Skills & Experience

• Bachelor’s degree required, Business related degree preferred (or relevant work experience may be considered)    
• Work or internship experience in the financial industry a plus
• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience using Google Mail and Google Calendar
• High level of comfort working with high net worth individuals
• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Ability to thrive in a team environment
• Time management and organizational skills; ability to manage multiple responsibilities and changing priorities

Competencies & Characteristics 

• Ability to handle confidential information with discretion and integrity
• Strong problem-solving and research skills
• Team oriented character with an exceptionally strong work ethic
• Self-starter with close attention to detail
• A high energy level personality with a positive attitude towards challenges
• Ability to independently manage multiple responsibilities and changing priorities
• A commitment to consistently producing a high-quality work product