Private Wealth Analyst

Financial Planning Career Opportunity

Are you interested in a career in financial planning, but not looking for a sales/commission role? Strategic View Advisors has a unique career path available that enables intelligent, motivated individuals to go from no industry experience to earning the CFP® in a few short years. Base salary from day one and no commissions.

Our goal is for our clients to Achieve Financial Peace of Mind™. We do that through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage approximately $1 billion in assets, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning.

We are seeking collaborative, growth-oriented applicants for the role of Private Wealth Analyst. This role is designed as an entry-level position that serves as the first step on a career path that includes opportunities in financial planning and financial advising.

Responsibilities:

• Pass the Series 7, SIE, Series 63, and California Life and Health exams within 120 days of hire (all training materials provided and all fees covered).
• Process advisor post-meeting notes and assign tasks to the appropriate team members.
• Run reports to help Private Wealth Service Advisors and Private Wealth Advisors prepare for client meetings.
• Run basic insurance illustrations.
• Research client and advisor questions.
• Manage relevant client information, referrals, and new opportunities in our CRM database.
• Pass the Certified Financial Planner® exam and earn your CFP® within 30 months of your start date (all training materials provided and all fees covered).

Requirements:

• College degree (any major – we provide all training).
• Must be eligible for full-time employment in the US.
• Able to work on-site in our Manhattan Beach office three days per week (four days per week during initial training period).

Benefits

• Salary: $70,000 - $73,000
• Subsidized medical, dental, vision, and disability insurance provided by employer
• 401(k)/Profit Sharing Plan 
• Paid vacation, sick, and holiday pay

We look for applicants with the following qualities:

• Strong self-starter. You are naturally innovative and resourceful and would enjoy working with a fast-paced team.
• Continuously curious and focused on personal growth and development.
• Excellent communication and client service skills.
• Demonstrate high work ethic and integrity, with the ability to maintain absolute confidentiality.
• Optimism, a “can-do” attitude, and willingness to help where needed in a dynamic environment.
• Passionate, with an interest in comprehensive financial planning or wealth management.
• Detail-oriented and able to manage multiple tasks, even during high volume work.