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 mid-level, experienced Associate who will be responsible for managing client relationships and for providing support to the Investment Advisors and Business Development team. The role will also include developing and preparing materials used in client meetings, creating current portfolio reviews and portfolio analysis, maintaining client database, generating performance reports and metrics, and assisting in the investment management research process. Ideal candidates will have 3-5 years of work experience in the financial services/investment industry and a relevant understanding of the financial markets. 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 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.