Financial Advisor

Los Angeles, CA - USA

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

If you are a CERTIFIED FINANCIAL PLANNER professional Certified Public Accountant or Chartered Financial Analyst and have at least five years of financial planning experience.

We provide specialized support so that our Advisors can spend their time where they need to in front of clients managing the client relationship and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:

Marketing & Business Development We generate the leads so that our Advisors dont have to invest their time on marketing efforts. This is done in various ways including our educational classes and client events as well as Your Money Your Wealth television and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients people that want to sit down with an experienced financial professional. We also set the appointments so that the Advisor can spend the time meeting with prospective clients gaining a better understanding of their needs and how we can help them meet their financial goals.
Financial Planning Our extensive Financial Planning department is comprised of dedicated experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning tax planning estate planning retirement planning etc.) of the clients life. We take a deep and firm dive into planning.
Investment Management Firms trading department works with Advisors on managing the clients portfolio in a tax-optimized way daily rebalancing tax loss harvesting asset location etc.
Operations and Client Services We have client service teams to handle everything they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisors to-do list!
Unparalleled Professional Development Advisors receive constant training on new regulations concepts planning ideas etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

Firms financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals Certified Public Accountants or Chartered Financial Analysts and have at least five years of financial planning experience. Firms advisors may also hold additional credentials to indicate their commitment to their profession.
Ability to assess a prospective clients needs and their financial goals.
A solid understanding of retirement planning estate planning tax planning cash flow investment and asset allocation strategies and risk management.
Effective communication skills. Ability to deliver comprehensive financial plans to clients.
Previous experience teaching classes or presenting is a plus.

Additional Details:

Salaried position Benefits.
Starting base salary: $125000; however salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
Salary may also be based on factors including but not limited to experience licenses/certifications industry knowledge and ability to bring clients subject to contractual release.

If you are a CERTIFIED FINANCIAL PLANNER professional Certified Public Accountant or Chartered Financial Analyst and have at least five years of financial planning experience. We provide specialized support so that our Advisors can spend their time where they need to in front of clients mana...

If you are a CERTIFIED FINANCIAL PLANNER professional Certified Public Accountant or Chartered Financial Analyst and have at least five years of financial planning experience.

Marketing & Business Development We generate the leads so that our Advisors dont have to invest their time on marketing efforts. This is done in various ways including our educational classes and client events as well as Your Money Your Wealth television and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients people that want to sit down with an experienced financial professional. We also set the appointments so that the Advisor can spend the time meeting with prospective clients gaining a better understanding of their needs and how we can help them meet their financial goals.
Financial Planning Our extensive Financial Planning department is comprised of dedicated experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning tax planning estate planning retirement planning etc.) of the clients life. We take a deep and firm dive into planning.
Investment Management Firms trading department works with Advisors on managing the clients portfolio in a tax-optimized way daily rebalancing tax loss harvesting asset location etc.
Operations and Client Services We have client service teams to handle everything they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisors to-do list!
Unparalleled Professional Development Advisors receive constant training on new regulations concepts planning ideas etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

Firms financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER professionals Certified Public Accountants or Chartered Financial Analysts and have at least five years of financial planning experience. Firms advisors may also hold additional credentials to indicate their commitment to their profession.
Ability to assess a prospective clients needs and their financial goals.
A solid understanding of retirement planning estate planning tax planning cash flow investment and asset allocation strategies and risk management.
Effective communication skills. Ability to deliver comprehensive financial plans to clients.
Previous experience teaching classes or presenting is a plus.

Additional Details:

Salaried position Benefits.
Starting base salary: $125000; however salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
Salary may also be based on factors including but not limited to experience licenses/certifications industry knowledge and ability to bring clients subject to contractual release.