We’re looking for a motivated, fast-learning, and high-performing addition to our team. The position offers excellent exposure to executive leadership, multiple avenues for advancement at a growing firm, and the opportunity to be involved in portfolio management, business development, and operations. Headquartered in Newport Beach, Knightsbridge Wealth Management is a Registered Investment Advisor (RIA) with a 20-year history of helping clients achieve their financial goals. The firm manages $800 million in assets.

The right candidate will:

Demonstrate proficiency working with numbers
Exhibit attention to detail, organization, and time management
Present a professional image compatible with serving high-net worth individuals whether in person, over the phone, or in writing
Seek out the mentorship and development that comes with an in-office position
Aspire to take on an increasing role within the Advisory team
Be willing to step outside narrowly defined role to help where the firm needs
Embrace a dynamic, fast-paced environment with a problem-solving mindset

Responsibilities

Execute trades and rebalance accounts on behalf of clients
Perform portfolio evaluations and prepare prospective client presentations
Maintain investment strategy models
Initiate and drive investment strategy performance reporting
Perform ad-hoc research projects as directed by investment team
Collaborate with operations team to streamline firm policies and procedures
Take on other duties, as it’s a small firm where people wear multiple hats

Qualifications

Undergraduate degree
2-4+ years of onsite work experience, with an investment-related role preferred, though experience is less important than attitude and capacity to learn
Proficiency with Excel and PowerPoint
Familiarity with Tamarac, Charles Schwab, and Fidelity preferred

Benefits

$80,000-$110,000 salary
Performance-driven annual bonus
50% match of employee 401k contribution
100% coverage of employee’s health insurance premiums
Three weeks paid vacation that increases with tenure
One firmwide work from home day per week with the remainder onsite
A fun annual company retreat

Knightsbridge Wealth Management

New Jobs

Analyst