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
