Associate Advisor/Registered Assistant

SEIA is a wealth management firm located in Century City, CA. We provide an extraordinarily high level of investment and wealth management support to a large and affluent group of clients. We are seeking an experienced advisor to serve as relationship manager to the clients of one of our senior partners.


  • Independently serve and grow existing investment clients
  • Quarterback planning, implementation, and service details
  • Conduct investment reviews
  • Respond to service issues
  • Maintain client and practice management data


  • 2-5 years experience in an investment, financial planning, or wealth management firm
  • Exceptional organization and follow-through skills
  • Ability to anticipate and solve problems
  • Series 7 and 63 and Life insurance license
  • Commitment to professional development

We Offer

  • Extremely competitive salary + incentive
  • A career path into production or the ability to remain in a relationship management role while growing skills and compensation

Contact Us