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Investment Management Specialist

2 months ago

Los Angeles, California, United States The Ladders Full time
Position Overview

The Ladders is on the lookout for a Financial Advisory Consultant with 2-4 years of experience in financial planning and a solid client portfolio to become part of our renowned advisory teams.

What We Value

Understanding your priorities is crucial for us. Are any of the following aspects significant to you?
  • Complete equity ownership of your client portfolio, along with assistance in valuing and transitioning your portfolio upon retirement.
  • A comprehensive, independent platform with ongoing revenue opportunities.
  • Fee-based financial advisory services.
  • Investment and advisory solutions.
  • Implementation of insurance strategies.
  • The chance to collaborate with a team—either joining an established advisory group or creating one tailored to your vision.
Benefits of Joining Us

During our interview process, we will detail the advantages our advisors enjoy by partnering with us. Here are some key highlights:
  • Competitive compensation based on performance; no base salary is provided.
  • A complete benefits package.
  • Customized and local training and support.
  • Access to in-house Directors specializing in wealth management and fee-based financial planning.
Key Responsibilities

• Identify client opportunities through referrals, networking, and digital marketing strategies.

• Provide recommendations that address client concerns and assist them in reaching their financial objectives.

• Guide clients through the intricate process of financial decision-making.

Qualifications

• 1-3 years of experience as a financial advisor.

• An entrepreneurial mindset and a long-term vision.

• Experience in outbound prospecting and sales.

• A willingness to learn and be coached.

• Active FINRA SIE/7/66 and insurance licenses (or plans to obtain them promptly).

• Active insurance license in California.