By Richard Riva
Over the 17 years Wealth Management Solutions has been serving our clients with fee-only independent fiduciary advice, planning, strategy, and governance services, we have experienced incredible growth. That’s why we are looking for motivated advisors, a chief investment officer, and wealth management teams to help us continue our mission of addressing client financial goals while preserving family legacy.
Read on to see if this is you!
What We’re Looking For
We would love to add financial advisors to our team who are looking to expand their role as a wealth advisor by incorporating our comprehensive wealth management services into their practice and fulfilling our mission of enhancing client purpose through comprehensive wealth management.
Chief Investment Officer
Do you have experience as a CIO? We need you to manage our investment strategy of addressing short-term liquidity management, intermediate fixed income and alternatives, and long-term global growth allocations provided from our top investment management partners and research firms. The role includes being a member of the investment strategy team and being responsible for investment selections, allocations recommendations, rebalancing client accounts, and conducting market outlooks, industry research, and wholesaler and investment firm meeting updates.
Wealth Management Teams
Is collaboration your goal? We are looking for wealth management teams that want to collaborate with a well-established and growing independent, multi-custodial (hybrid) wealth management firm to enhance their offerings to their clients, centers of influence, and family boards with our proprietary WMS-Care comprehensive wealth management process and services.
A Little More
Our WMS team provides the care, guidance, and course corrections for successful family business owners and their heirs who need an outsourced CFO to manage their investments and financial affairs. That is our unique specialty. All our work falls in line with our core values of innovation, collaboration, leadership, diversity, faith, and generosity designed to create an environment committed to the financial purpose of our clients.
We require all applicants to be securities licensed. Salary is commensurate with the potential for increasing income.
Want to Learn More?
If you share our vision for the future, where everyone lives a generous life of purpose alongside compassionate people with highly executed capabilities and a fiduciary commitment to caring for our clients, we want to talk to you. Contact us at (949) 475-9700 or firstname.lastname@example.org.
Richard Riva, the founding partner of Wealth Management Solutions, helps families advance their purpose in the framework of family financial matters. He brings comprehensive experience in banking, trust and investment services, and as an independent financial business, the passion in helping people and families, as a trusted advisor.