We’re always on the lookout for exceptional talent to deepen and diversify our team. Please see our open positions below:
The primary responsibilities of this position include developing new client relationships through any existing channels of business, networking with centers of influence (CPAs, trust attorneys, pension administrators), and working with the firm’s custodial referral program. The Business Development Officer will also work in tandem with the firm’s advisors in managing client relationships, which will include developing investment strategies, reviewing portfolio allocations and performance, and creating and reviewing financial plans. View full job description
The Business Development Specialist will work alongside Senior Business Development Officers (BDOs) to develop new client relationships through existing channels of business, which include centers of influence (CPAs, trust attorneys, pension administrators), and the firm’s primary custodian. The Specialist will also help cultivate new channels of business by researching and creating new networking opportunities for the BDOs as well as expanding their own personal network.
View full job description
At Westmount, we aim to provide a dynamic, supportive, and collaborative work environment where we embody One Team, strive to put our Clients First, and Go Further in all we do (our three core values). You’ll get to work with a tight-knit group of talented professionals and help directly impact our clients’ lives.
As a member of our team, you’ll find yourself immersed in a dynamic environment where every day brings new challenges and opportunities for growth. You will be part of a team that is passionate about what they do and works hard to help our clients reach their financial goals. We also offer rewarding career paths that allow you to make a meaningful impact while achieving your professional goals.
As a Certified B Corp, we are proud to be a part of a global movement that strives to build a more inclusive and sustainable economy for all. We promote a dynamic, supportive, and collaborative team culture for our employees by providing a flexible work environment, advocating for a healthy work/life balance, and offering exceptional benefits. For these efforts, Westmount has been recognized by the Los Angeles Business Journal as one of the best places to work in Los Angeles.
** Please note that all correspondence relating to job interviews or offers of employment will ONLY be sent by a Westmount employee using an email address that contains the suffix @westmount.com. We are aware of recent cyber fraud attempts by people falsely claiming to be Westmount employees and using other email suffixes. If you have received an offer of employment or invitation for a job interview sent from an email other than @westmount.com, it should be considered fraud. If you have any questions, please get in touch with us at (310) 556-2502 or by email at info@westmount.com.