How do you see your future?

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 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 Wealth 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 and the opportunity to have ownership in a fast-growing, independent firm with an amazing culture

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 required
• CFP required or ability to obtain within one year of hire
• A portable book of business is required
• Proven track record of developing business successfully through traditional and digital channels
• 7+ 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 their work, 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 advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.
• 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 high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• 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.

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 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 Wealth 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 and the opportunity to have ownership in a fast-growing, independent firm with an amazing culture

Desired Skills and Experience

• Bachelor’s or Master’s Degree
• Series 65 required
• CFP required or ability to obtain within one year of hire
• A portable book of business is required
• Proven track record of developing business successfully through traditional and digital channels
• 3+ 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 their work, 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 advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.
• 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 high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• 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.

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 seeking a full-time Senior Client Service Associate to join our Client Service team in our New York office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

Job Responsibilities

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Build client relationships while delivering white-glove customer service
• Organize, track and lead team projects; seeing them through to a successful completion
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Manage individual client web portals and educate clients on the relevant capabilities and services
• Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

Competencies

• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

Education/Experience 

• Bachelor’s degree, business-related preferred     
• 4+ years of client service or administrative experience in the financial services industry
• Series 65 preferred
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• 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 call Miracle Mile home.
• Salary range: $80,000-$100,000

This role is an in-office and full-time position in our New York office with flexibility for remote work under certain one-off circumstances.

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 seeking a full-time Senior Client Service Associate to join our Client Service team in our Los Angeles, CA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

Job Responsibilities

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Build client relationships while delivering white-glove customer service
• Organize, track and lead team projects; seeing them through to a successful completion
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Manage individual client web portals and educate clients on the relevant capabilities and services
• Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

Competencies

• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

Education/Experience 

• Bachelor’s degree, business-related preferred     
• 4+ years of client service or administrative experience in the financial services industry
• Series 65 preferred
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• 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 call Miracle Mile home.
• Salary range: $80,000-$100,000

This role is an in-office and full-time position in our West Los Angeles office with flexibility for remote work under certain one-off circumstances.

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 seeking a full-time Senior Client Service Associate to join our Client Service team in our Sausalito, CA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

Job Responsibilities

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Build client relationships while delivering white-glove customer service
• Organize, track and lead team projects; seeing them through to a successful completion
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Manage individual client web portals and educate clients on the relevant capabilities and services
• Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

Competencies

• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

Education/Experience 

• Bachelor’s degree, business-related preferred     
• 4+ years of client service or administrative experience in the financial services industry
• Series 65 preferred
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• 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 call Miracle Mile home.
• Salary range: $80,000-$100,000

This role is an in-office and full-time position in our Sausalito office with flexibility for remote work under certain one-off circumstances.

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 seeking a full-time Senior Client Service Associate to join our Client Service team in our Seattle, WA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

Job Responsibilities

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Build client relationships while delivering white-glove customer service
• Organize, track and lead team projects; seeing them through to a successful completion
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Manage individual client web portals and educate clients on the relevant capabilities and services
• Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

Competencies

• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

Education/Experience 

• Bachelor’s degree, business-related preferred     
• 4+ years of client service or administrative experience in the financial services industry
• Series 65 preferred
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• 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 call Miracle Mile home.
• Salary range: $80,000-$100,000

This role is an in-office and full-time position in our Seattle office with flexibility for remote work under certain one-off circumstances.

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 seeking a full-time Client Service Associate to join our Client Service team in our Seattle, WA office. This is an entry level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

Job Responsibilities

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
• Execute money transfers, help facilitate trades and perform ad hoc client requests
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Generate and substantiate reports for meetings
• Gather, input, and maintain key client information in the CRM (Salesforce)

Competencies

• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
• Exceptional listening, written and verbal communication skills
• Demonstrated outstanding client service and interpersonal skills

Education/Experience

• Bachelor’s degree, business-related preferred     
• 0-2 years of client service or administrative experience in the financial services industry
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• 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 call Miracle Mile home.
• Salary range: $65,000-$80,000

This role is an in-office and full-time position in our Seattle office with flexibility for remote work under certain one-off circumstances.

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 seeking a full-time Client Service Associate to join our Client Service team in our Los Angeles, CA office. This is an entry level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

Job Responsibilities

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
• Execute money transfers, help facilitate trades and perform ad hoc client requests
• Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Generate and substantiate reports for meetings
• Gather, input, and maintain key client information in the CRM (Salesforce)

Competencies

• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
• Exceptional listening, written and verbal communication skills
• Demonstrated outstanding client service and interpersonal skills

Education/Experience

• Bachelor’s degree, business-related preferred     
• 0-2 years of client service or administrative experience in the financial services industry
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Why Work at Miracle Mile Advisors?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• 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 call Miracle Mile home.
• Salary range: $65,000-$80,000

This role is an in-office and full-time position in our West Los Angeles office with flexibility for remote work under certain one-off circumstances.

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.

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

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 skilled Trading Analyst. As a Trading Analyst, you will
play an important role on our investment team. The ideal candidate will analyze financial data,
executing trades, and assisting in portfolio management. This is an excellent opportunity for an
ambitious and detail-oriented professional to grow their career in the financial industry. You will work
closely with our team and will report to the Director of Portfolio Management. The ideal candidate is
highly skilled in investment principles, possesses strong analytical abilities, and thrives in a fast-paced,
client-focused environment.

Job Responsibilities

• Trading: Collaborate with the investment team to implement trades spanning various security types such as stocks, bonds, ETFs, mutual funds, and structured products.
• Execution: Execute trades efficiently across multiple custodians using a range of applications, ensuring best practices.
• Optimization: Continuously improve internal processes, insuring streamlined operations and reducing operational risks.
• Maintenance: Maintain and refine our trading systems, internal processes, electronic files, and any other reporting as necessary.
• Research: Provide in-depth research on investment holdings and portfolio positioning.
• Analysis: Develop and analyze key performance indicators for the firm.
• Collaboration: Collaborate with the client service team to address any trading-related queries or clarifications

Role Prerequisites

• Bachelor’s degree in finance, economics, or a related field.
• Minimum of 2 years of experience in investment management, preferably within a wealth management or asset management firm.
• Professional certifications (working toward CFA, Series 65, etc.) are a plus.

Competencies

• Excellent communication skills.
• General knowledge of financial markets, investment vehicles, and portfolio management principles.
• Strong attention to detail and the ability to manage multiple priorities effectively.
• Strong analytical skills and proficiency in data analysis tools.
• Knowledge of the Microsoft Office suite of applications.
• 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.
• Comfortable working independently.

Why Work at Miracle Mile Advisors?

• We are an advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.
• 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 high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
• 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 call Miracle Mile home.

Other Relevant Information:

• This is a full-time position based in Los Angeles, CA.
• This position will be in the West Los Angeles office.
• The salary range is $75,000-$90,000

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 Senior Client Relationship Manager in our Los Angeles, 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 team in Los Angeles
• 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 an established advisory practice
• 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

Other Relevant Information:

• This is a full-time position based in Los Angeles, CA.
• This position will be in the West Los Angeles office.
• The salary range is $150,000-$225,000