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Wealth Advisor/Relationship Manager

Advisory
Full-time
Calabasas, CA

About the job

Morton Wealth is currently looking to add new talent to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.3 billion in assets across 1,000+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.


Our ideal candidate for this role will strive to reflect our core values in the following ways:

  • Excellence - Highly organized in management of client relationships for the team and coordination of client servicing.
  • Ethical - Makes decisions in the best interest of the client and dedicates time to ensuring all aspects of a client situation have been considered.
  • Empowerment - Adds value to client relationships via investment and financial planning strategy.
  • Empathy - Meaningfully contributes to team discussions and meetings, with the goal to help the team become better.
  • Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others.


Daily responsibilities include:

  • Facilitates client meetings and portfolio reviews with and without Senior Advisor.
  • Assists Associate Advisor in strategizing for clients throughout the financial planning process, proactively reviewing and updating plans in anticipation of law changes of life events.
  • Manages client "wows" and is thoughtful to delivering an excellent experience.
  • Spends time building awareness of MC in the community, gathering assets and networking in the community.
  • Meaningfully contributes to team discussions and meetings.


Core Competencies:

  • Passionate about the work, team and the client experience
  • Strong presentation skills in both one on one and group settings
  • Excellent social and intellectual awareness
  • Ability to simplify complex topics for clients and team members
  • CFP designation and/or Series 65

Our Offer:

  • Competitive compensation package
  • Retirement and health benefits
  • Transparent career tracks and opportunities for advancement within the organization

Apply here:

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