Senior Advisory Analyst - Miracle Mile Advisors : Job Details

About

Miracle Mile Advisors is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, New York, Portland, Seattle, Chicago, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we have been featured in Forbes, Barron's, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Position Summary

There is an exciting role to join our largest, nationally ranked advisory team that specializes in working in sophisticated, ultra-high net worth families as a Senior Advisory Analyst. This role is critical in supporting seven person advisory team in designing and implementing highly customized investment portfolios, detailed financial plans, charitable gifting strategies, multi-generational wealth transfer planning and more. This role requires a detail-oriented professional with strong analytical skills, project management experience, in addition to a team oriented mentality combined with strong verbal and written communication skills. This role will provide opportunities for direct mentorship from senior partners, cross-functional skills building, and direct client interaction when appropriate.

Key Responsibilities

• Function as the team's head of operations and liaison with the firm's Investment Strategy Group, Estate and Financial Planning resources, Operations group, and team principals on client deliverables.
• Oversee and analyze key performance metrics across team activities relating to service deliverables, client user experiences, portfolio analytics, and new client development activities.
• Prepare client meeting materials including custom portfolio reports, financial plans, meeting materials, and oversee special projects as directed by the team principals.
• Assist in qualifying potential new clients, overseeing the discovery process, generating custom proposal materials and managing the onboarding process as needed.
• Manage select client deliverables for clients and their advisors including client market communications, tax estimates, estate planning projects, real estate and other high value purchases.
• Assist in preparing and executing on client portfolio rebalances, alternative investment recommendations, tax loss harvesting and other investment related projects.
• Ensure that client information is current in the team's CRM along with meeting notes and next steps.
• Assist in the development and standardization of integration best practices and tools

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• 4-7 years of experience in wealth management, financial services, or a related industry
• Strong analytical and problem-solving skills with the ability to interpret complex data
• Excellent project management skills, including the ability to manage multiple projects simultaneously
• Proficiency in Microsoft Office Suite and experience with wealth management software and systems
• Exceptional communication and interpersonal skills, with the ability to effectively work cross-functionally
• Detail-oriented with a high level of accuracy and organizational skills
• Ability to adapt to a fast-paced, changing environment and manage ambiguity
• Knowledge of regulatory requirements and compliance in the wealth management industry is a plus
• Miracle Mile Advisors does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Why Join Us

• We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business
• Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more
• In addition to being part of a fast-paced, entrepreneurial environment, Miracle Mile provides the following benefits:

Competitive compensation structure

401(k) Plan

Employer health savings account

Medical & vision insurance

Continuing education support

• Miracle Mile is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to call Miracle Mile home