At AdvicePeriod, we think it's time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals, and shape their legacy for generations to come. This is how wealth management is going to ... evolve. This is AdvicePeriod. More

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Popular Jobs at  ADVICEPERIOD

What you do: The Client Service Administrator will assist the client advisor in the servicing and administration of client and prospect relationships. You will manage the day-to-day requests from clients and master the entire operational lifecycle of the client relationship. More specifically you will: Correspond with clients via email and on the telephone, Answer questions and coordinate meetings for the advisor, Update and maintain client files and documents, Coordinate with the LA-based operations team on new accounts, account maintenance, money movements, and trades, Scan and save documen... view job details

What you do: Our Investment Operations team is looking to add a new Portfolio Management & Trading Specialist, someone excited to own the success of our in house Portfolio Management offering.  As a master of everything portfolio management, you’ll be responsible for setting up client portfolios, trading accounts, coordinating with outside investment managers, overseeing performance, reviewing allocations, and interfacing with advisors. You will work hand in hand with other members of the Investment Operations team and will be responsible for ensuring the success of our Portfolio Management Of... view job details