Description
LourdMurray is hiring a Wealth Manager to collaborate with Wealth Advisors and Senior Wealth Managers on tailored financial solutions for clients. The role involves identifying planning opportunities, preparing client meetings, developing financial plans, coordinating plan implementation and account maintenance, and supporting client services and portfolio operations. The position is hybrid, requiring four days per week at the Los Angeles office and remote work the remainder of the time, and requires a CFP designation, bachelor’s degree, and general tax knowledge. Compensation is a base salary of $85,000-$145,000 plus a discretionary bonus, with medical, dental, vision, HSA, retirement, parental leave, and other benefits.
