Financial Advisor

Financial Advisor Finitetek - 5.0 El Segundo, CA Job Details Full-time $100,000 - $200,000 a year 1 hour ago Benefits Health insurance 401(k) Qualifications Interpersonal skills Bachelor's degree Customer relationship management Creativity Life & Health Insurance License Full Job Description Company can work with people anywhere. They have advisors in primary office El Segundo, as well as Irvine, Whittier, Honolulu, Maui and others. Experienced advisors can have their own space, WFH, or , of course, be in one of our offices.

Career Description:

Join our expanding team in Los Angeles. As a financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. You will offer a comprehensive suite of financial products and services from our portfolio, including fee-based financial planning, asset, risk and wealth management.

Qualifications:

Bachelor's degree Excellent interpersonal skills Securities Licenses (Preferred) Life, Health & Accident Insurance License (Preferred)

What We Offer:

Performance-based compensation, unlimited earning potential Residual income Subsidized health benefits Customized personal business planning Full marketing, prospecting, and technical support Robust technology platform, including customizable CRM software Customized training and mentorship program with established advisors and leadership Ongoing resources and support, with autonomy to run your own practice Opportunity to qualify for trips to world class destinations In-house resources, including New Business Support, CPA's, estate planning attorneys, directors of practice development, and subject-based experts Transitional income possible for qualified candidates

Responsibilities:

Work closely with clients to identify and achieve their financial goals through personalized investment strategies. Offer a comprehensive suite of financial products and services, ensuring alignment with clients' long-term objectives. Cultivate lasting client relationships built on genuine interest, empathy, and solutions. Prepare and verify financial plans for accuracy, ensuring alignment with clients' long-term objectives.

Key Traits We Value:

Entrepreneurial Spirit:

Embrace risk and reward, crafting tailored success plans.

Client-centric:

Our clients are our priority; comprehensive advice and planning are fundamental.

Relationship-Driven:

Develop lasting bonds built on genuine interest, empathy, and solutions.

Lifelong Learners:

Curiosity drives growth; there's always more to discover in this evolving field

Pay:

$100,000.00 - $200,000.00 per year

Benefits:

401(k) Application Question(s): How many years of experience do you have working as a Financial Advisor? Do you currently hold any securities licenses such as Series 6, Series 7, or Series 65/66? Do you have an active Life, Health & Accident Insurance License? Are you comfortable with client acquisition, networking, and business development activities? What types of financial products or services have you worked with previously? How much salary are you expecting for this role?

Work Location:

In person