Financial Advisor

7 days ago


El Segundo, California, United States Bookman Consulting Full time
Financial Advisor Opportunity

We are seeking a highly skilled Financial Advisor to join our team at Bookman Consulting. As a Financial Advisor, you will be responsible for managing client relationships, providing financial planning and investment advice, and helping to grow our client base.

Key Responsibilities:

  • Manage client relationships and provide exceptional customer service
  • Develop and implement comprehensive financial plans for clients
  • Provide investment advice and guidance to clients
  • Help to grow our client base through business development and marketing efforts
  • Collaborate with our team to achieve business objectives

Requirements:

  • Active CFP certification
  • Series 7 license (or equivalent)
  • Strong communication and presentation skills
  • Experience in wealth management and financial planning
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Hybrid work options available

We are a stable and financially healthy company that invests in our people and promotes from within. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply.


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