Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Be a coachable, organized team member interested in pursuing training development and educational opportunities Qualifications: Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients A required Bachelor’s degree in business administration, finance, or similarly related field Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus DESIRED SKILLS AND EXPERIENCE • Must be based in or relocating to Los Angeles, CA • 4-year degree from an accredited college or university • The candidate must be an accomplished communicator with strong verbal and written skills • Prior sales and/or business experience preferred • Enterprising spirit • Track record of personal success and professional success Compensation: $120,000+ at plan earnings

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