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Senior Financial Advisor – We provide prospects.

Wealth Management Firm.

This is a Contract position in Torrance, CA posted September 17, 2020.

We are a high-end boutique Wealth Management firm that is on a strong expansion path.

We are selectively adding financial advisors to accommodate our growth and excess appointments from our successful marketing efforts.

This means that you won’t have to go prospecting for potential clients yourself; we do all the marketing legwork for our valued selected advisors.

You will be trained in our process and the way we do business for several months.

In other words, you will be given time to “learn the ropes” before you meet with our prospects.

We believe that this is an opportunity that is very rare in this industry as advisors typically have to prospect for their own leads, that is why we are very selective due to the nature of our overall employment value offering.

We are looking for dedicated, ethical, hardworking, and team-oriented individuals.

This is an opportunity that will close as we have a limited need for advisors.

This position is temporarily working remote due to COVID-19 but will eventually become an in-office position.

We offer benefits in addition to the salary and commissions.

Requirements: Securities and Insurance licensed Knowledge in financial and investment planning industry 5 years experience in a financial planning firm Knowledge of eMoney, Salesforce, and Riskalyze preferred.

Organized, detail-oriented, and meticulous.

You should be able to process paperwork accurately.

Well-spoken and articulate; professional Ability to prioritize and multi-task; can work in a fast-paced environment Ability to work under pressure Friendly, patient, personable and empathetic Self-starter with a ‘no job is beneath me’ attitude Series 7, 66 or 65 CFP is a plus This is an environment where you can grow if you are a performer.

We offer our team members a great environment with the following benefits: Health insurance Dental insurance Vision insurance 401k plan Micromanagement-free environment Salary Base Commission DOE ($60,000/yr
– $300,000/yr) Submit your resume, contact information, and tell us anything that can help us decide if you are the right candidate.

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