Financial Advisor (Wealth Management) Jobs in Century City,CA,US

ROLE•FINANCIAL

ADVISOR LOCATION

•CENTURY

CITY, CA WORK TYPE

•FULL-TIME | 100%

ON-SITE ABOUT THE ROLE

Leading fee-only wealth management firm with a client-first philosophy rooted in origins as a successful CPA firm. Multidisciplinary team includes CPAs, MBTs, CFAs, and CFP® professionals delivering comprehensive financial solutions beyond portfolio management. Focused on helping individuals and business owners achieve clarity, confidence, and long-term financial success through integrated planning.

REQUIREMENT

Demonstrated success in building and maintaining client relationships Strong passion for financial planning and client education Experience with 401(k) plans and corporate retirement accounts preferred Excellent communication and interpersonal skills Alignment with a fiduciary, client-first philosophy Ability to work full-time on-site in Century City

POSITION OVERVIEW

Seeking a motivated and relationship-driven Financial Advisor to join the Century City office.

Role focused on:

Deepening relationships with existing clients Supporting referrals Expanding the firm's reach through high-quality financial planning and coaching Advisor will also play a key role in managing and growing 401(k) and corporate retirement plan relationships. Opportunity for an advisor who values a planning-first approach and wants to make a meaningful impact with clients early in their financial journey.

KEY RESPONSIBILITIES

Build and deepen relationships with existing clients, serving as a trusted advisor Engage with client referrals and help expand the firm's network organically Provide financial planning and coaching to individuals at various stages, including those not yet investing Manage and grow relationships with 401(k) and corporate retirement plan clients Collaborate with internal tax, estate, and business management teams to deliver holistic advice Coordinate with external partners including TPAs, attorneys, and custodians Maintain the highest standards of compliance, ethics, and fiduciary responsibility

COMPENSATION

$180K base with unlimited bonus based on performance

WHY JOIN

Collaborative environment with a highly credentialed 20-person team and strong internal support Comprehensive benefits including medical, dental, vision, FSA, HSA, and retirement benefits Independent firm with long-term stability and no plans to sell or merge Strong infrastructure with custodial relationships across major financial institutions True fee-only model focused on transparency and evidence-based advice Growth opportunity through established brand presence, referral network, and advisor network affiliations

HIRING PROCESS

Apply via LinkedIn Qualified candidates will complete a pre-hire assessment (attention to detail & behavioral assessment) Selected candidates will participate in a brief initial phone interview Finalists will move to a 30-minute Zoom interview with leadership Final panel interview may be conducted in-office with company founders