RK Partners · 22 hours ago
Wealth Advisor -Manhattan Beach, CA
Manhattan Beach, CA
Full-time
Hybrid
Senior Level
$164K/yr - $220K/yrRK Partners is dedicated to helping clients achieve financial peace of mind through a collaborative team culture. They are seeking an experienced Private Wealth Advisor to manage relationships with high-net-worth clients, focusing on comprehensive financial planning and strategy.
Consulting
Responsibilities
Lead review meetings with existing client households, ensuring plans stay aligned with evolving goals, life events, and economic changes
Introduce updated planning strategies, investment insights, and tailored financial recommendations
Strengthen long-term client relationships and support multi-generational planning when appropriate
Partner with our Planning and Operations teams to build, refine, and implement comprehensive financial plans
Provide strategic guidance to ensure plans align with timelines, risk profiles, tax considerations, and long-term objectives
Integrate multiple areas of financial planning, including:
Investment and portfolio strategy
Retirement income and distribution planning
Estate planning concepts
Insurance analysis
Tax-aware planning
Education funding
Business and succession strategies
Work within a supportive pod structure alongside financial planners and service professionals
Focus on advising, strategy, and execution—while leveraging dedicated support to enhance client experience
Contribute to a culture centered on teamwork, continuous improvement, and exceptional client care
Qualification
Required
Bachelor's Degree
Certified Financial Planner® designation
Collaborative, caring, and service-oriented approach
Ability to be in the Manhattan Beach office 3x/week
Benefits
Health Benefits
401K with match
Disability insurance
PTO
Company
RK Partners
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase