Job Description

LA Wealth Partner’s is currently seeking to onboard new financial professionals. As an entry level Financial Professional, you will build a career in helping others achieve their financial goals by providing financial literacy education to individuals. Your primary focus will be providing financial products and services to specific groups who serve our communities such as:

• Teachers
• Public Sector Employees
• Small Business Owners
• Executives

RESPONSIBILITIES:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products 
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

​QUALIFICATIONS:

• Four-year College Degree Preferred
• Previous experience in banking, financing, or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

OPPORTUNITIES:

• Sponsorship to acquire FINRA licenses
• Advancement to management opportunities 
• Bonuses
• Flexible hours

Company Description

LA Wealth Partners is the parent company of LA Pension Planners and was founded with the commitment to education first. Our mission is to help our community through financial literacy. We strive to equip our clients with the knowledge to make informed decisions and gain confidence in their future. Helping our clients plan for financial well-being is our purpose which allows them to spend less time worrying and more time enjoying a fulfilling life. We understand life is about much more than money. Money is simply a tool that can be utilized to help hopes and dreams move forward. Our holistic approach to financial advice starts with understanding what’s truly important in a retirement plan – You. Your priorities, goals and loved ones drive your decisions, so before making any assumptions, we listen with empathy and openness to ensure we develop a personalized strategy tailored to you. Only after understanding your circumstances do our financial professionals offer advice. An investment strategy tailored to your unique goals is then devised to help you live your life with confidence.