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.

Responsibilities

• 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

Qualifications

• 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