We’re always on the lookout for exceptional talent to deepen and diversify our team. Listed below are positions currently open at Westmount:
Seeking a Client Services Representative to provide support to our operations and client service functions. You will work closely with Operations personnel and Portfolio Managers to communicate with clients, assist with opening and maintaining client accounts, and interact with brokerage firms to ensure client transactions are being expedited. Will lend support in other various duties of Operations and Client Services. Click here for complete job description
Seeking a Senior Advisor to serve as the primary advisor to new and existing clients. Clients include high-net-worth individuals and families, retirement plans and non-profits. Minimum of 3-4 years of client-facing investment experience and 5-7 years of professional experience in financial services are required. Click here for complete job description
Seeking a Marketing Manager to strengthen the firm’s brand and presence, as well as support the firm’s business development efforts. The Marketing Manager will partner with the firm’s Business Development team on all marketing/communication activities including designing various marketing programs, tracking business development efforts, event planning, and managing the communication strategy of the firm. Click here for complete job description
Seeking a Business Development Officer to develop and maintain relationships with new and existing clients. Clients include high-net-worth individuals and families, retirement plans and non-profits. Territory: greater L.A. area. Click here for complete job description
Seeking an experienced Financial Planner to work closely with new and existing clients to deliver comprehensive financial planning services. Must have 3-5 years of experience in financial planning. Click here for complete job description
LOCAL CANDIDATES ONLY. Please send your resume and cover letter to firstname.lastname@example.org.