Financial Advisor Associate

4 months ago

Los Angeles, United States Providence Financial and Insurance Services, Inc. Full time
Job DescriptionJob Description

Financial Advisor Associate

Full-time, In person position, Woodland Hills, CA

We are:

A family-owned financial services firm that deeply cares about our clients. We understand that the details make a difference. It is the small things we do that drive the success of our practice. We stick to our core values, and we always do what is best for our clients even when it costs us money.

You are someone who:

-Is a licensed financial advisor who loves to close

· Values education and learning

· Is friendly and outgoing both in person and on the phone

· Can describe yourself as ambitious, confident, and self-driven

· Is looking for security and a long-term relationship with their employer

· Wants to contribute to and be a part of a close team experience at work

 

What we’ll do for you:

· After 23 years of successful business in the financial services industry, we have our processes and systems nailed down. We will provide you with hands on training so you can be as effective and successful as possible in our team environment

· You will also receive training on our products and the rationale behind why we support certain products and investments while avoiding others

· We offer a comprehensive benefits package including company paid health insurance, paid vacation, sick leave, paid holidays, matching 401K plan, and commissions.

· Base salary commensurate with experience plus commission from sale of new investment products or services.

· A successful advisor will earn $125K - $150K of first year income with potential for $200K+ in year 2.

 

What you’ll do for us:

· Upon completing internal training, be proficient with using our company’s internal CRM which houses every touch and communication exchanged with all prospects and clients

· Using our CRM, interact with current prospects, and follow up with warm leads

-Conduct live educational events to get new prospects

· Build rapport and trusting relationships with prospects in a manner that supports acquiring them as a client

· Develop investment strategies and recommendations based on each client’s individual circumstances and needs

· Educate and support clients at every stage of their investment process including early-stage introduction and education on investment options, investment planning, client acquisition and long-term maintenance of their investments.

· Proactively maintain a schedule of outbound communication so that prospects feel comfortable coming to you when the time is right

· Collaborate with the Client Service Advisor and Client Service Manager to ensure all client requests for service are fulfilled adequately in a timely fashion

 

Minimum Qualifications:

· California Life & Health Insurance License

· Must be licensed to provide investment advice by holding a Series 65 license, or one of the following designations: CFP or ChFC

· If you have held a Series 7 license and Series 66 license within the last 6 months, you may also qualify

· 3+ years of client facing experience in the financial services industry

 

Bonus point qualifications:

· You have sold life insurance and/or annuities

· You naturally create good rapport with others and enjoy building long term relationships with people

· You are passionate about selling

· You have a CFP or ChFC designation

Company DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our teamCompany DescriptionIf you would love to work in the fast-paced yet friendly environment of a small privately-owned firm, we would like to talk to you about being a part of our team

  • Financial Advisor

    4 weeks ago

    Los Angeles, United States Thrivent Financial Full time

    *Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...

  • Associate Financial Advisor

    1 month ago

    Los Angeles, United States Northwestern Mutual Full time

    Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication,...

  • Associate Financial Advisor

    2 months ago

    Los Angeles, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...

  • Financial Advisor

    2 months ago

    Los Angeles, United States Lenox Advisors Full time

    Job DescriptionJob DescriptionOverviewWho we are:Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a...

  • Financial Services Advisor

    1 month ago

    Los Angeles, United States Paul Mitchell Schools Full time $22

    Job DescriptionJob DescriptionJOIN OUR TEAM!PAUL MITCHELL THE SCHOOL NYC IS LOOKING FINANCIAL SERVICES ADVISOR/OPERATIONS ASSISTANTJOB SUMMARY AND OBJECTIVEThe Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The advisor is...

  • Student Financial Advisor

    4 months ago

    Los Angeles, United States Smith Chason College Full time

    Job DescriptionJob DescriptionDescription:JOB TITLE: Student Financial AdvisorSTATUS: Hourly/Non-ExemptTYPE: On CampusREPORTS TO: Director of Financial Aid PURPOSEThe Student Financial Advisor is responsible for the administration and coordination of Federal, State, and Institutional Aid Programs and the management and services of the School’s Financial...

  • Senior Advisor for Financial Systems

    3 weeks ago

    Los Angeles, United States University of California - Los Angeles (UCLA) Full time

    The Senior Advisor to the Vice Chancellor/CFO for Financial Systems will serve as the Vice Chancellor's principal advisor regarding the selection, implementation and maintenance of financial systems, including budget, planning, reporting, and business information tools, enterprise resource planning systems and software, such as Oracle or ...

  • Senior Financial Systems Advisor

    1 week ago

    Los Angeles, California, United States The Regents of the University of California on behalf of their Los Angeles Campus Full time

    Job SummaryThe Senior Advisor to the Vice Chancellor/CFO for Financial Systems will serve as the Vice Chancellor's principal advisor regarding the selection, implementation and maintenance of financial systems, including budget, planning, reporting, and business information tools, enterprise resource planning systems and software, such as Oracle or...

  • Corporate Financial Advisor and Acting CFO

    2 months ago

    Los Angeles, United States Arellano Associates Full time

    Job DescriptionJob DescriptionDescriptionArellano Associates is seeking a Corporate Financial Advisor and Acting CFO on a contract/part-time basis to provide strategic financial leadership and oversight during a critical phase of company growth and expansion.  Priorities for this role are to:1.     Support and prepare the company for organizational...

  • Senior Financial Systems Advisor

    2 weeks ago

    Los Angeles, California, United States University Of California Los Angeles Full time

    Job SummaryThe University of California, Los Angeles (UCLA) is seeking a highly experienced Senior Advisor for Financial Systems to join our team. As a key member of the Vice Chancellor and Chief Financial Officer's organization, you will play a critical role in advising on the selection, implementation, and maintenance of financial systems, including...

  • Senior Financial Systems Advisor

    2 weeks ago

    Los Angeles, California, United States The Regents of the University of California on behalf of their Los Angeles Campus Full time

    Job SummaryThe Senior Advisor to the Vice Chancellor/CFO for Financial Systems will serve as the Vice Chancellor's principal advisor regarding the selection, implementation and maintenance of financial systems, including budget, planning, reporting, and business information tools, enterprise resource planning systems and software, such as Oracle or...

  • Senior Banking Advisor

    1 week ago

    Los Angeles, California, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Banking Advisor to join our team. As a Senior Banking Advisor, you will be responsible for identifying and selling AMG banking products and services to internal and external clients, ensuring compliance with current banking policies and regulations. You will also...

  • Financial Aid Advisor

    4 weeks ago

    Los Alamitos, United States Touro College & University System Full time

    Touro University Worldwide (TUW) is seeking a full-time Financial Aid Advisor for the Financial Aid Department in the Los Alamitos, CA location. The Financial Aid Advisor will report to the Director of Financial Services and CFO. The Financial Aid Ad Financial, Advisor, Banking, Education

  • Senior Financial Advisor

    1 month ago

    Los Angeles, United States Farther LLC Full time

    Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We’re...

  • Financial Services Advisor

    2 weeks ago

    Los Angeles, United States Paul Mitchell Schools Full time

    Job DescriptionJob DescriptionJob descriptionFinancial Aid Assistant RoleThe Financial Aid Advisor creates and implements a customer-focused financial plan that supports the Paul Mitchell Schools' culture, the admissions process and service in the school, and the Future Professionals. This is a vital position to the school, as this person prepares all...

  • Associate Chief Financial Officer

    2 weeks ago

    Los Angeles, United States UCLA Health Full time

    Description Join UCLA’s David Geffen School of Medicine as Associate Chief Financial Officer Are you a visionary leader looking to make a transformative impact in one of the nation’s premier academic medical centers? The David Geffen School of Medicine (DGSOM) at UCLA invites a dynamic, strategic, and accomplished financial expert to join our team as...

  • Associate Chief Financial Officer

    2 weeks ago

    Los Angeles, United States UCLA Full time

    Join UCLA’s David Geffen School of Medicine as Associate Chief Financial Officer Are you a visionary leader looking to make a transformative impact in one of the nation’s premier academic medical centers? The David Geffen School of Medicine (DGSOM) at UCLA invites a dynamic, strategic, and accomplished financial expert to join our team as Associate Chief...

  • Associate Chief Financial Officer

    2 weeks ago

    Los Angeles, United States ACG Cares Full time

    DescriptionJoin UCLA’s David Geffen School of Medicine as Associate Chief Financial OfficerAre you a visionary leader looking to make a transformative impact in one of the nation’s premier academic medical centers? The David Geffen School of Medicine (DGSOM) at UCLA invites a dynamic, strategic, and accomplished financial expert to join our team as...

  • Senior Banking Advisor

    3 days ago

    Los Angeles, California, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Banking Advisor to join our Private Bank organization in Los Angeles, CA. As a key member of our team, you will be responsible for identifying and selling AMG banking products and services to internal and external clients, ensuring compliance with current banking...

  • Senior Financial Advisor to the Vice Chancellor/CFO

    2 weeks ago

    Los Angeles, California, United States The Regents of the University of California on behalf of their Los Angeles Campus Full time

    About the RoleThe Senior Advisor to the Vice Chancellor/CFO for Treasury and Capital Financing will serve as the Vice Chancellor's principal advisor regarding treasury, debt, capital financing, special project financing, and cash management issues for the University of California at Los Angeles (UCLA).Key ResponsibilitiesRepresent the Vice Chancellor in...