Financial Advisor.

Job Description

Full Job Description
We are a female-focused financial planning firm looking for a reliable, honest, and knowledgeable individual who enjoys working with clients in the financial planning profession. Many of our clients are single, divorced or widowed women who need a financial strategy to plan for their future. Newest team member should be highly organized and experienced in analyzing client portfolios, interfacing with leads and clients professionally both in person and via phone/zoom, and able to assist lead advisor with client prep, portfolio allocation, servicing clients, and rebalancing client portfolios.

Financial advisor will be responsible for backing up and offering support in all areas of planning for our advisors and operations team. Candidate must have experience and be comfortable interfacing with high net worth clients, must be polished, and capable of thinking on their feet. The ability to multi-task and take detailed notes is critical. Associate advisor will be trained to collect data, discuss allocations/specific investments, and ultimately make recommendations to our clients and prospective clients based on their goals and life circumstances. Associate advisor’s main tasks are client retention and adding value for our existing client base. CA Insurance license, experience in long-term care and Medicare planning a plus.

We are a group of hard-working, fun, and diverse people who value teamwork and an open, communicative culture. Women who hold a CFP® designation are highly encouraged to apply.

Requirements:

-One of the following licenses: 7, 65, 66 and/or CFP®, CFA

-Bachelor’s degree

-Basic understanding of comprehensive financial planning such as retirement planning, asset allocation, investment vehicles, income taxation, insurances (long term care, life insurance, and annuities)

-Excellent communication and organizational skills

-Commitment and relationship-building skills critical to maintain long-term clients

-With previous experience, will need acceptable compliance record

Position responsibilities:

-Prepare, present, and implement customized financial plans to our existing clients

-Assist clients with various investment allocations including: mutual and exchange traded funds, managed money, annuities, long term care, and life insurance

-Provide financial planning advice to include investment, insurance, and retirement planning

-Develop and maintain strong client relationships

Key traits:

-Team player

-Follows direction

-Fast learner

-Strong initiative

-Positive attitude

-Detail oriented

-Persuasive ability

-Outgoing and upbeat personality

We offer:

-Complete training with a CERTIFIED FINANCIAL PLANNER™

-Quarterly bonus’

-401k plan and Profit Sharing Plan

-Medical benefits

-Job Type: Full-time

-Upside potential/career development in the financial services industry

Job Type: Full-time

Pay: $75,000.00 – $125,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Professional development assistance
Retirement plan
Physical Setting:

Office
Schedule:

8 hour shift
Supplemental Pay:

Bonus pay
Ability to commute/relocate:

Los Angeles, CA 90004: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):

Please tell us about your experience in the financial services industry?
Education:

Bachelor’s (Required)
Experience:

Financial planning: 3 years (Preferred)
Work Location: One location