Broker Check

We're Hiring!

We're Hiring!

Job Title:                                             Financial Advisor

Status:                                                Full-Time 

Financial Services Experience:          3+ years

Qualifications:                                    Bachelor’s degree, Series 7 & 66 licenses, Life & Health license

About us -

We are a financial advisory practice headquartered in Irvine, California, with clients across the nation. Our team is cohesive, collegial, fast-paced and professional. Together, we provide our clients with an extraordinarily high level of service providing both investment and comprehensive financial planning services.  We are looking for an associate advisor who is interested in helping us grow our business.


About you –

You have an existing practice and are looking to grow and expand through shared knowledge, branding, and coaching. You desire to build your own practice within a well-established firm that embodies a “Client’s First” philosophy. You are versed in financial planning, insurance, and investments. You are able to handle details and follow through to make clients feel supported and appreciated. You are looking to expand your financial planning expertise through partnering with a top-tier boutique financial planning firm with extensive resources, including an in-house investment analyst, set processes, and brand awareness.


Requirements –

Marketing; client and prospective client meetings; preparing proposals or quarterly/annual account/plan reviews; preparing financial plans; retirement planning; wealth or asset management; financial analysis; research; working with a variety of investment and insurance products, and business development.


We offer -

A supportive and professional environment, the ability to plug into our set processes to free up time on a weekly basis, a competitive grid rate, coaching on financial planning, coaching on marketing, and an opportunity to expand your expertise in financial planning.  We also offer a built-in death and disability plan and succession planning to help protect your business.


To apply or learn more -

Email your resume, cover letter (we want to see your communication skills and learn about your practice), and 12-month GDC/production history to:  Equal Opportunity Employer