Associate Advisor Woodland Hills, CA

Woodland Hills, CA - USA

Monthly Salary: $ 60 - 70

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Associate Advisor

Firm: Premiere Wealth Advisors

Location: Woodland Hills CA

Overview:

Premier Wealth Advisors Inc. is a boutique private wealth management firm near Los Angeles CA with an office in Woodland Hills CA and another location opening near Westlake Village/Agoura Hills CA. We are seeking a motivated and driven Associate Advisor to join our growing team! No prior experience requiredwe are willing to train the right individual who demonstrates drive professionalism and a passion for financial services.

This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and workshops as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.

What youll do:

Make active outbound calls to set appointments with prospects and existing clients
Prepare present and implement customized financial plans
Provide financial planning advice to include investment insurance and retirement
Develop manage and retain strong client relationships
Attend and conduct seminars and workshops to educate current and prospective clients
Maintain compliance with laws regulations and company policies
Assist main advisor with meeting individual and team goals

What Were Looking For:

High School Diploma
Series 65 insurance license required or willing to obtain within 3 months of employment
Strong analytical organizational and communication skills
Willingness to speak publicly and lead seminars and workshops
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct especially when handling confidential client information and financial matters

What Youll Get:

Pay & Perks:

Starting base salary ranges from $60k - $70k commensurate with experience. Additional bonuses and commissions are available based on performance and business results.
Health insurance (partial contribution)
Dental insurance
Simple Retirement Plan with employer match
PTO
Employer paid incentive trips if firm goals are met
Many other incentive based bonuses throughout the year

Schedule:

In office: Monday Friday 8:30am 5:30pm
Some evenings required each month for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Associate AdvisorFirm: Premiere Wealth AdvisorsLocation: Woodland Hills CAOverview: Premier Wealth Advisors Inc. is a boutique private wealth management firm near Los Angeles CA with an office in Woodland Hills CA and another location opening near Westlake Village/Agoura Hills CA. We are s...