Wealth Management Advisor

We are an entirely remote, SEC registered investment advisor, with core offices in Los Angeles. We are on the hunt for an experienced Servicing Advisor. Our mission is to provide high net-worth clients with comprehensive financial solutions and strategies, and we need advisors who are relentless in their pursuit of success of clients, and in turn themselves.

The team works together collaboratively and purposefully to achieve the goals of every client. They are onboarding new team members that they believe will be true to the mission of helping our clients achieve transformational values in their lives.

Are you interested in being a part of our mission?

The firm is looking for an individual who is passionate about building relationships with existing clients but does not want the stress of commission. With this position, you will focus on relationships with the clients and providing financial services, rather than focusing on sales. The core mission of this position is to increase company and client growth by creating meaningful relationships through educating and coaching clients.

If you are passionate about helping, educating and coaching people with their finances, this could be a great opportunity for you that has growth benefits.

Our unique holistic approach positions us to consider the whole client, leaving other advisors behind that use from-the-box, generic approaches.

What You’ll Do:

• Mission: Increase company and client growth by creating meaningful relationships through educating and coaching clients.
• Relationship Building: Focus on relationships with the clients and providing financial services.
• Holistic Planning: Implement and maintain comprehensive financial plans with the support of our team of CFPs.

Requirements:

• Experience: Minimum of 5+ years in the industry
• Education: Bachelor's degree in Finance or related field
• Licensing: Series 65 or 66 required
• CFP required.
• Skills: Mastery in financial planning, investment strategies, and client relationship cultivation. Exceptional interpersonal and communication skills are a must.

Conditions:

• You must reside in the following states: WA, OR, MT, WY, CO, NM, AZ, NV, UT, ID. No exceptions.
• Work Environment: This is a remote position, but you must be virtually present in a Zoom-like office environment during work hours. Freelancers need not apply.

Compensation and Benefits:

Here are some of the basics you'll get:

• Salary: Base salary commensurate with experience
• Insurance: Health, dental, vision, short-term disability, and life insurance.
• Retirement: 401k plan.
• Leave: Paid time off and holidays.

About the company:

Our firm stands as an elite fortress of financial expertise, an SEC-registered investment adviser dedicated to the highest honor and excellence in service. Our mission is clear and noble: to deliver significant and meaningful financial solutions to our revered clients. We operate with unwavering integrity and purpose, providing not just advice but transforming lives through our comprehensive strategies. Our allied company offers tax and estate planning solutions, ensuring our clients are shielded from financial uncertainties. The full details of our mission will be disclosed to those who answer this call to arms. Join us, and together, we shall forge a future of prosperity and honor for all our clients.