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Wealth Planner / Certified Financial Planner
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- Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.
- Actively manages a client portfolio for the overall development and management of an investment strategy.
- Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
- Developed through independent means and utilizing professional networking and direct solicitation.
- Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
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