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TCG Group Holdings LLP

Senior Wealth Advisor

TCG Group Holdings LLP, Los Angeles, California, United States, 90079


We are currently seeking qualified candidates to join TCG Advisors as a Senior Wealth Advisor. TCG Advisors is a leading RIA in Private Wealth and Institutional business. The ideal candidate will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships with partners. This individual would work directly in conjunction with the Managing Director and play an integral role in growing our private client business focused on servicing high net worth individuals and their families.

Specific responsibilities include, but are not limited to:

Developing new client relationships through contacts and networking

Developing business through retail custodial branches and institutional clients

Servicing and advising clients relative to their wealth management and investment needs

Representing the firm in a positive and professional manner

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