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Financial Advisor

2 months ago

Los Angeles, United States EFC Wealth Management Firm Full time

Unleash Your Potential as a Financial Advisor with EFC Wealth Management Firm

Are you ready to transform your career and make a profound impact on people's lives? Imagine joining a team where your growth is fueled by mentorship, where culture and work-life balance are the keys to your success. This is your opportunity to become part of an independent Registered Investment Advisor (RIA) firm that’s dedicated to excellence and driven by passion

About Us EFC Wealth Management Firm, a leading Registered Investment Advisor, is built on the foundation of integrity, dedication, and the relentless pursuit of improving the lives of our clients. Our Senior Advisor, with 27 years of industry experience, is on a mission to find the right team members to grow our practice. We’re not just offering a job—we’re offering a career where you can thrive, learn, and make a difference.

Who You Are We are seeking dynamic individuals who are: Team Players:

You thrive in a collaborative environment and believe in the power of teamwork. Coachable:

You are eager to learn, grow, and expand your knowledge, especially in tax and retirement planning. Licensed & Ready:

You hold a Series 65 license and a life insurance license, and you’re prepared to put them to great use. Public Speaking Pro:

You have a background in public speaking and are confident presenting in a seminar environment. Supportive:

You’re ready to support a Senior Advisor and work together to achieve extraordinary results.

Why This Opportunity Is For You Mentorship from the Best:

Learn from a Senior Advisor with nearly three decades of experience and a wealth of knowledge to share. Incredible Culture:

Join a team that values positivity, support, and work-life balance. We believe a happy team is a successful team. Career, Not a Job:

We’re looking for someone who wants to build a lasting career, someone who’s ready to invest in their future. Growth and Development:

Your professional growth is our priority. We’re committed to helping you reach new heights in your career.

Your Role As a Financial Advisor with us, you will: Work primarily with the firm’s Senior Financial Planner and to help design personalized financial plans, estate reviews, and tax analyses. Assist in delivering financial planning recommendations for the firm’s clients and prospective clients utilizing various financial planning software platforms. Support the Senior Financial Planner in creating financial plans, running tax analyses, reviewing client financial documents, and collaborating on strategic opportunities. Participate in client meetings to deliver financial plans and track client progress to help them meet their goals. Servicing existing firm clients.

Duties & Responsibilities Create Financial Plans:

Help create personalized financial plans, estate reviews, and tax analyses for the firm’s clients and prospective clients. Assist Senior Financial Planner:

Join meetings to help discuss plan results and recommendations. Client Deliverables:

Prepare client deliverables to be reviewed by the Senior Financial Planner. Track Progress:

Track client progress and help create analytic reports on planning progress. Continued Education:

Stay updated on current tax law as applicable to individuals, trusts, and small businesses.

Minimum Qualifications

Bachelor’s degree or graduate-level degree required. 2-4+ years of experience in developing financial plans & analysis for high-net-worth and ultra-high-net-worth clients. CFP designation is preferred but not required. Experience with financial planning software, Riskalyze, and Holistiplan is a plus. Tax preparation experience is a plus. Superior communication and presentation skills. Ability to collaborate professionally within a team-oriented culture. Desire to work successfully in a small company environment. Unimpeachable ethical standards. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook. The base salary range for this position is $75,000 to $100,000 + Bonus.

Ready to Transform Your Career? This is more than an opportunity—it’s a chance to unleash your potential and make a meaningful impact. If you’re ready to embark on a fulfilling journey, we want to hear from you. Apply today and step into a future filled with growth, purpose, and successTop of Form Bottom of Form

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