Wealth Advisor

3 weeks ago

Los Angeles, United States OneDigital Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

Summary:

The Advisor - Wealth Management (WM) will evaluate clients and prospects in terms of their financial needs, current portfolio holdings, available investment capital, and help retirement plan participants identify their investment and savings needs and objectives. The Advisor - WM will conduct educational meetings for participants of existing retirement plan clients as well as one-on-one meetings. The Advisor - WM will meet with clients and prospects via phone calls, conference calls, webinars, educational meetings, and face-to-face meetings for initial and on-going consultations. This position will need a complete overview of the client's or prospect's situation, and then would advise them on financial courses of action and/or solutions that would best meet their financial needs and provide them with the best possible financial and retirement outcomes.

This position is a commission-based sales position. The Advisor - WM will build a book of business by harnessing the power of the OneDigital Retirement + Wealth brand. Lead generation comes from conducting individual and group educational meetings for retirement plan clients and through individual networking efforts.

Essential Duties and Responsibilities (includes but is not limited to):

The Advisor - WM is responsible for searching out, exploring, and developing new business with an emphasis on new clients and/or prospect development. This position will need to prospect external referrals/contacts, network in the community, and be highly visible. This is a goal-oriented position with the need to open prospect accounts, sell comprehensive and competitive investment and financial planning services, and to foster solid relationships to provide a maximum value to both customers and to the R + W division. Additional responsibilities will center on appropriate reporting requirements; maintaining any continuing education requirements made necessary for compliance and certifications held; developing relationships with other professionals; and perform other duties as assigned by leadership.

Duties: Help plan participants, prospects, and clients by answering questions and providing advice and solutions to meet financial needs Oversee opening new accounts, transferring accounts, maintaining appropriate account records, adhering to any compliance policies, and assisting the Retirement Services department with investment and educational services for its client base Ability to explain to clients the functions of various securities markets and the principal factors that affect them; work closely with the Portfolio Management team to understand the investment philosophy and ensure clients are provided with the best investment solutions Develop leads through cold calling, networking and client referrals; meet annual sales goals by advancing prospects through opportunity pipeline to close business Service client needs and monitor client's financial investments, deferrals, and overall financial picture including life, LTC, LTD, college planning, retirement planning, HSA, Roth and pretax deferrals, etc. with integrity and respect to the organization as a whole Make recommendations consistent with changes in economics and the financial condition of the markets as well as the client's needs and objectives Access the strategic alliances to help in marketing efforts and retention of clients; work in conjunction with the service team on day-to-day service including investment review meetings and financial planning

Financial Consulting: Participant Support - make calls to onboard new hires for companies Lead Generation - cultivate relationships and opportunities via contact with plan participants and centers of influence Close new business relating to revenue generation Maintain on-going relationship with clients and provide ongoing support, services, and financial consulting services

Reporting: Help implement data feeds from recordkeepers to create call list Document conversations and lead generations via CRM system Generate revenue related to sales activities Comply with all compliance policies and procedures both at the firm and regulatory level

Qualifications, Skills and Requirements: High level of energy and drive, a self-starter, enthusiastic, and has the motivation to be highly successful in a relationship selling environment Ability to sell, develop relationships (internally and externally), and commit to long-term professional development (lifelong learning and certifications) Strong presentation and communication skills; ability to adjust communication style based on setting and audience Full knowledge and understanding of department functions and interactions Ability to adapt to a rapidly changing business, technology and regulatory environment

Education, Training and Experience: College degree in Business, Accounting, Finance, Economics, or a related field required Graduate-level college degree (MBA, JD, etc.) is desirable 2+ years of industry experience required, 3-5 years of industry experience preferred Requires conformity to legal and regulatory requirements and guidelines associated with NASD, SEC, and OneDigital Retirement + Wealth compliance NASD Series 6 and 63, and state life, accident, and health insurance licensing is preferred in addition to meeting all regulatory and compliance guidelines Certifications such as CFP, CTFA, Series 7 preferred; willingness to complete the CFP is a plus Knowledge of trust, investments, and other investment products

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team #J-18808-Ljbffr

  • Private Wealth Advisor

    4 days ago

    Los Angeles, United States GT Investment Management Full time

    Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management platform? That also provides private equity and alternative investment options? If so, GT Investment Management might be for you. Who We Are GT Investment Managementis a licensed Registered Investment Advisor dedicated to helping clients...

  • SVP-Wealth Advisor

    3 days ago

    Los Angeles, United States ECG Resources Full time

    Job DescriptionJob DescriptionPrivately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating...

  • Wealth Advisor

    4 days ago

    Los Angeles, United States Premier America Credit Union Full time

    Job Title: Wealth Advisor At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service,...

  • Private Wealth Advisor

    3 weeks ago

    Los Angeles, United States GT Investment Management Full time

    Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management platform? That also provides private equity and alternative investment options? If so, GT Investment Management might be for you. Who We Are GT Investment Management is a licensed Registered Investment Advisor dedicated to helping...

  • Senior Wealth Advisor

    4 days ago

    Los Angeles, United States Atlas Full time

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors...

  • Private Wealth Advisor

    2 weeks ago

    Los Angeles, United States GT Investment Management Full time

    Unhappy with your current RIA?Interested in higher payouts?Want access to a best-in-class, turnkey asset management platform?That also provides private equity and alternative investment options?If so, GT Investment Management might be for you.Who We AreGT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve...

  • Private Wealth Advisor

    1 month ago

    Los Angeles, United States GT Investment Management Full time

    Unhappy with your current RIA?Interested in higher payouts?Want access to a best-in-class, turnkey asset management platform?That also provides private equity and alternative investment options?If so, GT Investment Management might be for you.Who We AreGT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve...

  • Private Wealth Advisor

    1 month ago

    Los Angeles, United States GT Investment Management Full time

    Unhappy with your current RIA?Interested in higher payouts?Want access to a best-in-class, turnkey asset management platform?That also provides private equity and alternative investment options?If so, GT Investment Management might be for you.Who We AreGT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve...

  • Wealth Advisor

    3 days ago

    Los Angeles, United States Premier America Credit Union Full time

    Job DescriptionJob DescriptionDescription:Job Title: Wealth AdvisorAt Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and...

  • Senior Wealth Advisor

    5 days ago

    Los Angeles, United States Atlas Full time

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors...

  • Wealth Advisor

    3 weeks ago

    Los Angeles, CA, United States M&T Bank Full time

    Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.    Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary...

  • SVP, Private Wealth Advisor

    1 week ago

    Los Angeles, United States Capital Group Companies Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Groups founders, senior executives a Wealth Advisor, Advisor, Wealth, Private, Financial Planning, Client Service, Banking

  • Senior Wealth Advisor

    4 days ago

    Los Angeles, United States Atlas Full time

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at...

  • Senior Wealth Advisor

    5 days ago

    Los Angeles, United States Atlas Full time

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at...

  • Wealth Advisor

    3 days ago

    Los Angeles, United States Miracle Mile Advisors Full time

    A Unique, Ground Floor Opportunity at Miracle Mile Advisors – a fun, fast growing, investment firm with an award-winning culture Miracle Mile Advisors is an independent, nationally ranked investment advisory firm based in Los Angeles. We specialize in providing sophisticated financial planning and investment advice to high net worth families and we love...

  • SVP, Private Wealth Advisor

    4 days ago

    Los Angeles, United States Capital Group Full time

    Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...

  • Wealth Management Advisor

    4 days ago

    Los Angeles, California, United States TIAA Full time

    Wealth Management AdvisorSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized...

  • Senior Wealth Advisor

    4 days ago

    Los Angeles, United States Miracle Mile Advisors Full time

    A Unique, Ground Floor Opportunity at Miracle Mile Advisors – a fun, fast growing, investment firm with an award-winning culture Miracle Mile Advisors is an independent, nationally ranked investment advisory firm based in Los Angeles. We specialize in providing sophisticated financial planning and investment advice to high net worth families and we love...

  • Wealth Management Advisor

    2 days ago

    Los Angeles, United States US Bank Full time

    Job DescriptionAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank...

  • Wealth Advisor

    3 weeks ago

    Los Angeles, United States Judson Group Full time

    Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual will support the firms Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning strategies, performing research in regard to complex UHNW client issues, and...