We’re always on the lookout for exceptional talent to deepen and diversify our team. Listed below are positions currently open at Westmount:
The Director of Financial Planning has overall responsibility for Westmount’s comprehensive financial planning activities and experience across clients, prospective clients and colleagues. The Director will serve as a technical resource and will be the principal contributor to thought leadership with respect to planning concepts and strategies. He or she will lead the development and presentation of plans for larger, more sophisticated or more complex situations. The Director will mentor and develop a team of planners, leveraging his or her deep experience, to impart best practices that support the professional development and growth of each planner and the firm. Click here for complete job description
Seeking a Client Relationship Manager 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 2+ years of investment experience and 4+ years of professional experience 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 email@example.com.