Client Advisor

We are seeking an experienced Wealth Advisor / Financial Advisor to join a growing advisory team focused on serving high-net-worth individuals and families. This is a strong opportunity for an advisor who has built a book of business or developed deep client relationships and is looking for a more supportive, resource-rich environment to expand their practice. The role offers access to integrated support across investment management, financial planning, estate and tax strategy resources, and client service operations. The platform is designed to help advisors scale their business through multiple channels, including referrals, partnerships, and organic growth support. Key Responsibilities Build, manage, and grow relationships with high-net-worth clients Provide comprehensive wealth management services including investment strategy, financial planning, and long-term wealth preservation Conduct ongoing client review meetings to ensure financial strategies remain aligned with evolving goals Partner with internal specialists and external professionals (CPAs, attorneys, etc.) to deliver holistic financial solutions Leverage internal resources to enhance client experience and support business growth Develop new business through referrals, existing relationships, and strategic networking Qualifications Bachelor's degree or equivalent experience required Active securities licenses required (or ability to obtain); CFP or similar designation strongly preferred 5-15+ years of experience in financial advisory, wealth management, or investment services Proven success in client acquisition, relationship management, and retention Strong communication, presentation, and interpersonal skills Self-motivated, entrepreneurial mindset with the ability to work independently Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) Benefits Comprehensive benefits package including medical, dental, vision, retirement savings, and insurance coverage Paid time off, holidays, and flexible scheduling options Professional development and long-term growth opportunities within a collaborative environment Additional perks and engagement programs designed to support work-life balance Why This Opportunity? Expanded resources to support client growth and retention Strong operational and planning support infrastructure Growth-focused environment with long-term career potential Collaborative, advisor-centric culture Opportunity to scale your practice with meaningful support Apply Now! If you are an experienced Wealth Advisor or Financial Advisor looking for a more supportive platform to grow your practice, we want to hear from you, Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

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//e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1030