We’re always on the lookout for exceptional talent to deepen and diversify our team. Listed below are positions currently open at Westmount:
The Wealth Management Full-time Analyst Program is a developmental 24 month program that provides an opportunity for entry-level employees to learn about the Wealth Management industry while obtaining the skills necessary to add value and succeed professionally at our firm. This role is geared towards candidates who have an interest in pursuing a career in Wealth Management as an Advisor, Financial Planner or in Business Development as an asset and client gatherer. Click here for complete job description
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
LOCAL CANDIDATES ONLY. Please send your resume and cover letter to firstname.lastname@example.org.