District Partners is partnering with an established wealth management firm seeking an experienced Advisory Associate to join a growing advisory team in Los Angeles.This is an excellent opportunity for a detail-oriented, client-focused professional who enjoys supporting Financial Advisors and managing the day-to-day operational needs of high-net-worth clients.
The ideal candidate has experience within a Registered Investment Advisor (RIA) or wealth management environment, understands custodial processes, and can independently manage client requests with accuracy and professionalism. This team values collaboration, accountability, and long-term relationships. They are looking for someone who can contribute quickly, take ownership of responsibilities, and grow within a supportive advisory environment.
The successful candidate is someone who enjoys being the person a team can count on. You are highly organized, proactive, comfortable handling sensitive financial information, and committed to getting the details right. You understand the importance of accuracy when processing client transactions and can balance multiple requests without sacrificing quality. Most importantly, you enjoy supporting advisors and clients and are looking for a stable, long-term opportunity where you can make a meaningful contribution.
What You'll be Owning:
- Provide daily operational and administrative support to Financial Advisors and senior advisory team members.
- Manage client service requests, ensuring timely follow-through and exceptional attention to detail.
- Coordinate account openings, maintenance, transfers, and other custodial transactions.
- Initiate and process wire transfers and other money movements, following established verification and compliance procedures.
- Work directly with custodians to resolve account-related inquiries, process documentation, and facilitate client transactions.
- Maintain accurate client records, account documentation, and financial information.
- Assist with client onboarding, account updates, and ongoing relationship management.
- Coordinate with internal teams and external partners to address client needs and resolve operational issues.
- Identify opportunities to improve workflows, streamline processes, and leverage technology to increase efficiency.
- Support multiple priorities and deadlines while maintaining confidentiality and high service standards.
What You'll Bring to the Table:
- Minimum of 2 years of relevant experience in wealth management, financial services, or client service operations.
- Experience supporting Financial Advisors with daily client servicing and operational responsibilities.
- Familiarity with custodial platforms, account maintenance, and client transaction processing.
- Hands-on experience initiating or processing wire transfers and other money movements.
- Exceptional attention to detail, organizational skills, and follow-through.
- Ability to work independently, manage competing priorities, and take initiative.
- Strong communication and problem-solving skills.
- Commitment to delivering a high level of client service.
Preferred:
- Previous experience within a Registered Investment Advisor (RIA).
- Experience working with Fidelity's custodial platform.
- Familiarity with wealth management technology, CRM systems, and client service workflows.
- Experience using AI tools or technology to improve operational efficiency.
- Interest in building a long-term career in advisory operations and client service.
Why This Role?
- Collaborative Team: Join a growing advisory team that values communication, teamwork, and mutual support.
- Meaningful Client Exposure: Work closely with Financial Advisors and support sophisticated client relationships.
- Ownership & Autonomy: Take responsibility for client service and operational processes while contributing to the team's success.
- Professional Growth: Continue developing your expertise in wealth management operations within an established organization.
- Hybrid Flexibility: Four days in the office with one remote day each week.