Private Wealth Advisor

Our goal is for our clients to Achieve Financial Peace of Mindâ„¢. We do that through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage approximately $700 million in assets, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning.Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunityWe are seeking an experienced and client-focused Private Wealth Advisor to join our team. This role involves working with existing clients to refine and update their financial plans, identifying new opportunities, and collaborating with internal teams to provide customized, comprehensive financial solutions. The ideal candidate is a Certified Financial Planner® with a consultative approach, a deep understanding of financial planning strategies, and a passion for guiding clients toward their financial goals.Compensation will be determined by experience and expertise. Salary + bonus range is between $160,000-$210,000. Key ResponsibilitiesClient Relationship ManagementMeet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape.Identify and recommend new planning strategies, investment opportunities, and financial solutions within client discussions.Build long-term client relationships, including potential referrals to second-generation clients and prospective clients.Financial Planning & StrategyWork closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients.Provide strategic input on financial plans, ensuring they align with the client's timeline, risk tolerance, and financial goals.Synthesize multiple areas of financial planning into a holistic strategy, including:Investment planningRetirement planning & income distribution strategiesEstate planning conceptsInsurance analysis (life, disability, long-term care)Asset & liability managementTax implications & optimization strategiesEducation funding & major purchase planningBusiness planning and succession strategiesCollaboration & Teamwork:Partner with internal financial planners to design and deliver comprehensive financial plans. Advisors focus on strategy and execution of the plan.Work collaboratively within the firm to enhance client experience and optimize financial outcomes.QualificationsBachelor's DegreeCertified Financial Planner® designationOperates with a caring and collaborative attitudeAbility to be in our Manhattan Beach office 3x/week (this is a hybrid role)5+ years of experience in investment strategy, client relationship management, and financial planning within a broker-dealer or FINRA-registered environmentStrong consultative and communication skillsCompensation will be determined by experience and expertise. Compensation range is between $160,000-$210,000.

Created: 2025-09-23