Financial Advisor Associate
HCR Wealth Advisors
Los Angeles, CA US
Posted ago
HCR Wealth Advisors

We are currently seeking a Financial Advisor Associate to join our team and directly support our wealth advisory team. We are seeking someone with an educational background and interest in finance, with notable analytical skills and exceptional attention to detail.

In this key position, the Financial Advisor Associate will prepare reports for internal and external use, gather and analyze data, develop financial plans and proposals and support the advisory team as needed. This position will also support the firm with ad hoc special projects.

Responsibilities

  • Provides technical support to the wealth advisory team in the delivery of advice to clients
  • Participates in data gathering, modeling, case design, plan development, presentation development, etc.
  • Contribute to thought leadership articles
  • Data analysis and maintenance
  • May participate in client meetings, but not in an advice capacity

Qualifications

  • An undergraduate degree in a related field is preferred
  • Thorough understanding of MS Office Suite

About HCR Wealth Advisors

Established in 1988, HCR Wealth Advisors has spent decades earning a reputation for objectivity and empathy in the financial planning and investment management space. By providing truly independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with clients, HCR has proven itself as an exceptional advisor in both life and wealth.


Beyond our extensive financial capabilities, what truly differentiates HCR is the client experience. Every one of our clients has access to an entire team of professionals, and we take all life factors into account when advising, versus just financial considerations. We are also unconstrained by proprietary investment products. We consider multiple options and possibilities based on our clients' personal situation. The result is an objective, empathetic and collaborative relationship and a tailored financial plan that continues to evolve.

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