Financial Planner

2 weeks ago


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

We are seeking a skilled Advisor to join our team at Bookman Consulting, a wealth management firm with a strong presence in the industry. As an Advisor, you will play a crucial role in helping our clients achieve their financial goals.

Key Responsibilities:

  • Manage client relationships and provide personalized financial planning services
  • Develop and implement investment strategies to meet client objectives
  • Collaborate with our team to identify new business opportunities and grow our client base
  • Stay up-to-date with industry trends and best practices to provide exceptional service to our clients

Requirements:

  • Active CFP certification and clean U4 record
  • Excellent communication and presentation skills
  • Experience in direct AUM/client management
  • Series 7 license (or equivalent)

What We Offer:

  • Competitive salary range of $150k-$190k all in, plus benefits and PTO
  • Opportunities for growth and development within our company
  • A stable and financially healthy work environment with a strong corporate culture

We are committed to investing in our people and promoting from within. If you are a motivated and experienced Advisor looking for a new challenge, we encourage you to apply.



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