MASS AFFLUENT ADVISOR LOS ANGELES, SEATTLE

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 Mass Affluent Client Advisor to join our dynamic team in our Los Angeles or Seattle office. Our platform offers multiple avenues of growth. The best fit candidate will enthusiastically help us stay ahead by embracing technology and providing excellent client service and holistic financial planning. At Miracle Mile Advisors, you will be provided with the opportunity to advise clients in a conflict-free and meaningful way, with access to professionally developed marketing resources, and a compelling compensation structure.

Job Responsibilities

• Responsible for the direct management and oversight of 150+ client households 
• Partner with existing Senior Client Advisor(s) to support and transition smaller established client relationships
• Identification and documentation of client’s unique goals and multi-faceted objectives, spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary services
• Evaluate, implement, and manage investment solutions to meet client goals and objectives 
• Coordinate with clients’ outside advisors, including CPA and attorneys, to facilitate a client’s holistic wealth plan 
• Ability to answer time sensitive client requests effectively
• Conduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectives
• Develop new and manage existing referral relationships to source new clients

Desired Skills and Experience

• Bachelor’s Degree or higher
• Series 65 required
• CFP Designation or other industry designation preferred. Must be willing to pursue designation aggressively, if not already achieved 
• Minimum 3-5 years in financial advisory services or investment management role with demonstrated ability to manage client relationships and build a book of business
• Experience with eMoney, SalesForce, Black Diamond
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Excellent communication, listening, and relationship-building skills 
• Proactive, self-motivated approach 
• Strong compliance record
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor

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 clients’ best interests 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
• Salary range: $100,000-$115,000