Senior Wealth Advisor - LourdMurray

Your Future Team Founded in 2006, LourdMurray is an advisor-built boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, high net worth individuals and complex families, artists, entertainers and entertainment professionals, and athletes. Our deep experience working with such accomplished clients gives us an intimate understanding of the unusual financial circumstances they face. Our solution provides clients with simplicity and peace of mind while guiding them to more informed and confident financial decisions. We are looking for a motivated, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team. You will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our Firm's long-term growth initiatives. You will report to the Partner in the San Diego office. What You'll Bring: 5 or more years of relevant experience A portable practice of high-net-worth clientele A track record of cultivating new client relationships Ability to create or nurture a referral network or referral sources Client-driven mindset and a passion for finance and people High investment and financial planning acumen Ability to work independently or in a team for the purposes of achieving client goals and driving results Strategic and creative thinker who excels in a fast-paced, entrepreneurial environment Excellent written and verbal communication skills Conducts business with high moral and ethical standards Strong compliance record Experience with CRM, project or task management applications, eMoney, and Black Diamond Proficiency in the Microsoft Office suite (Word, Excel, Outlook) What We Offer: LourdMurray offers a hybrid work schedule, supports personal and professional growth, and embraces a culture of supporting each other and our clients. We offer a competitive compensation package with a base salary of $125,000, plus revenue share program, and a comprehensive benefits package. As one of the nation's leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax and estate planning. You'll also have access to integrated, the latest technology to enable you to continue to grow your practice at scale. #LI-Hybrid Come be an integral part of a unique growth story at a well-respected firm. Locations Los Angeles, CA San Diego, CA Baton Rouge, LA AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Created: 2024-11-05