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At Halbert Hargrove, we hire opportunistically—we’re on the watch for exceptional people.

“We believe the best employees are understood, respected and rewarded. Our leadership team is constantly looking for ways to evolve and expand the benefits we offer. We place a major emphasis on our associates’ goals: We’re committed to helping them gain access to the right tools to grow both professionally and personally.”

JC Abusaid, CEO/President

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AVAILABLE POSITIONS
Associate Wealth Advisor - CFP®

About the Associate Wealth Advisor

The Associate Wealth Advisor partners with Regional Directors, Wealth Advisors and Client Service Managers in the day-to-day requirements of client accounts, ensuring that their portfolio management is continuously implemented and adheres to their financial roadmap. The Associate Wealth Advisor’s overriding objective is protecting client’s wealth, helping them secure their financial goals, and hearing from them that they are comfortable and pleased with the entire process.

The selected candidate for this position must have their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

About Halbert Hargrove
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933.

Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.

Work Location
This position is eligible for a hybrid work schedule.

Compensation & Benefits

The compensation for this position is $75,000 – $86,000. Benefits include:

  • Medical insurance
  • Dental and vision insurance
  • Retirement plan
  • Unlimited paid time off
  • Paid sick leave
  • Paid holidays
  • Discretionary performance-based merit bonus
  • Profit sharing
  • Childcare match
  • Professional development budget for continuing education credits, conferences and training
  • Health and wellness reimbursement
  • 529 plan match

Responsibilities

Client Service

  • Provides “Wow Service” to result in direct referrals.
  • Exudes confidence to Clients/Prospects/Centers of Influence (COIs).
  • Prepares for and conducts client meetings with clear, precise deliverables – via web meetings or in-person.
  • Takes initiative with client needs and manages all expectations/concerns/issues with support from the team.
  • Prepares all financial planning deliverables by focusing on the minute details.
  • Initiates and completes all wealth advisory items with support from the team.
  • Work with MoneyGuidePro, Tamarac Advisor View and Tamarac CRM (Microsoft Dynamics CRM).
  • Present 401(k) plan participant group education sessions.

Business Development

  • Builds and maintains a networking group/niche.
  • Develops and keeps an ongoing relationship with new and relevant COIs.
  • Maintains a social presence in the community by volunteering and/or joining a charitable organization.
  • Articulates Halbert Hargrove’s value proposition for Investment Management and Wealth Advisory Services.

Team Management

  • Keeps team on track with firm’s strategic initiatives.
  • Creates clear guidelines to team of all timelines and workload.
  • Follows all firm processes and procedures while servicing current clients and prospecting future clients.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation required.
  • At least 1 year of experience as an Associate Wealth Advisor, Client Services Manager or related position.
  • Bachelor’s degree, MBA preferred.
  • Excellent verbal and written communication skills.
  • Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines.
  • Strong customer service skills.
  • High level of interpersonal skills, integrity and the ability to keep information confidential.

How to Apply
Thank you for your interest in the Associate Wealth Advisor position! Please submit your resume and cover letter to jobs@theworksconsulting.com for consideration. We are unable to accept direct inquiries about this position (i.e. phone calls, emails).

Associate Client Service Manager

About the Associate Client Service Manager

Associate Client Service Managers take care of a host of diverse details for clients’ accounts,
including oversight of Halbert Hargrove’s administrative and client documentation systems—along with ensuring that we continue to follow best practices as a fiduciary. The Associate Client Service Manager maintains open communication with clients and team members, assists clients in scheduling their regular appointments with advisors, follows through on all regulatory paperwork, and makes sure requests and needs are attended to.

About Halbert Hargrove

Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.

Work Location

Long Beach, California. This is position is eligible for a hybrid work schedule.

Compensation & Benefits

The compensation for this position is $53,000 – $61,000. Benefits include:

  • Discretionary performance-based merit bonus
  • Medical insurance
  • Dental and vision insurance
  • Retirement plan
  • Unlimited paid time off
  • Paid sick leave
  • Paid holidays
  • Profit sharing
  • Childcare match
  • Professional development budget for continuing education credits, conferences and
    training
  • Health and wellness reimbursement
  • 529 plan match

Responsibilities

Client Service

  • Work on a client service team which includes any combination of Regional Director,
    Wealth Advisor, Associate Wealth Advisor, and Client Service Manager
  • Provide “Wow” service to clients and prospects
    • Answer client calls and give them a clear, complete answer during the call if
      possible—minimize call backs to clients
    • Send a response via email/phone as soon as you possibly can, even if it is just to say you are researching and will get back to them
    • Always acknowledge/confirm receipt that you received any type of message from clients
  • Use the CRM system to track all tasks, keep track of all client meetings, and keep key
    notes about client relationships
  • Manage and schedule all client meetings

Custodians

  • Draft all new account paperwork for clients and prospects as well as any account
    maintenance requests for clients
  • Queue up disbursements from clients’ accounts on custodial platforms and send esign documents when necessary. Follow firm and industry requirements regarding attestation to ensure utmost accuracy and protect against fraud
  • Act as the team’s primary liaison with our multiple custodians and point person on
    service team for custodial account requirements
  • Be knowledgeable and proactive on all pending items/service items
  • Maintain the accuracy of client information with custodians

Team Management

  • Attend weekly team meetings and keep team agenda up to date
  • Keep team informed of all timelines and workload
  • Provide support and respond to team requests in a timely and accurate manner, follow up to ensure completion

Miscellaneous

  • Answer the firm’s phones during allotted scheduled time and provide backup to team
    members
  • Perform office administrative tasks that could include, but is not limited to, sorting mail, cleaning up common areas, sending faxes, mailing packages, office maintenance requests, etc.
  • Assist with ad hoc projects and initiatives for the firm

Qualifications

  • Bachelor’s Degree preferred
  • Excellent verbal and written communication skills
  • Detail oriented with good organizational skills and the ability to manage multiple tasks with competing deadlines
  • Strong customer service skills
  • High level of interpersonal skills, integrity and the ability to keep information confidential

How to Apply

Thank you for your interest in the Associate Client Service Manager position! Please submit your resume to Angela Renee (arenee@hhga.com). (Please no phone calls.)