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FPALA Jobs Board

Welcome to the FPALA job board. Looking for a job, need to fill a position? You have come to the right place! Be sure to click on all the categories to view the positions available. Our job board is for our members only, but you do not have to be a member to respond to an ad. Members will be able to post your job openings.
We have pre-selected 5 different job categories: If your job does not fit into any one of these categories, please contact our webmaster at: fpa@emaoffice.com, so that it can be added in. Help our keep our job board up-to-date!

When you fill the position, please email us at fpa@emaoffice.com so we can remove it from the job board. All jobs will be removed after 60 days. Thank you for your help! Please note: To post a job, YOU MUST BE LOGGED IN.

Business Development
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Client Services
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Financial Planner/Advisor
Title:Advisor
Company:AdvicePeriod
Location:Century City
Description:Our client base is growing rapidly and we are seeking to hire an Advisor who can quickly work in our advisory team. Core responsibilities include servicing our relationships, supporting new sales efforts, and proactively generating ideas to improve the client experience.
Responsibilities:Essential functions of the role include:

(1) Develop knowledge of a client’s entire financial and family situation and be able to structure a goals-based investment and financial plan, which will often involve the use of sophisticated, multi-generational estate planning tools.

(2) Establish client investment objectives and an asset allocation within the parameters of the firm’s investment models, manage the investment transition and implementation for new clients, and review portfolio issues (i.e., performance, taxes, liquidity events, etc.) on an ongoing basis.

(3) Communicate with clients on financial and tax planning decisions, including direct consultation with their broader advisory team of attorneys, accountants, and business managers.

(4) Assist AdvicePeriod principals and partners in closing new clients by evaluating prospective clients’ current estate plans, investment portfolio, total balance sheet, and family dynamics.
Requirements:A person primed for success in this role will be excited about operating in an autonomous and entrepreneurial environment but also be a successful team player when working with clients and helping to build the business.

7+ years of relevant experience in wealth management.
Proficient understanding of estate planning and investments.

Excellent communication skills.

Ability to foster teamwork and motivate colleagues.

Commitment to lifelong learning in order to perform at the highest levels of competency.
Contact Info:Please direct inquiries to larry.miles@adviceperiod.com and jonathan.row@adviceperiod.com
Expiration Date:08/17/2017


Office Administration
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Para planner
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Office Space
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