Associate Advisor - Woodland Hills, CA
Advisor Talent Solutions, Los Angeles, CA, United States
Overview
Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA, with an office in Woodland Hills and another location opening near Westlake Village/Agoura Hills. We are seeking a motivated and driven
Associate Advisor
to join our growing team. No prior experience is required—we are willing to train the right individual who demonstrates drive, professionalism, and a passion for financial services. This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and workshops, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
What you’ll do
Make active outbound calls to set appointments with prospects and existing clients
Prepare, present, and implement customized financial plans
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Attend and conduct seminars and workshops to educate current and prospective clients
Maintain compliance with laws, regulations, and company policies
Assist main advisor with meeting individual and team goals
What We’re Looking For
High School Diploma
Series 65, insurance license required or willing to obtain within 3 months of employment
Strong analytical, organizational, and communication skills
Willingness to speak publicly and lead seminars and workshops
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get
Pay & Perks
Starting base salary ranges from $60k - $70k, commensurate with experience. Additional bonuses and commissions are available, based on performance and business results.
Health insurance (partial contribution)
Dental insurance
Simple Retirement Plan with employer match
PTO
Employer paid incentive trips if firm goals are met
Many other incentive based bonuses throughout the year
Schedule
In office: Monday – Friday, 8:30am – 5:30pm
Some evenings required each month for client events
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Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA, with an office in Woodland Hills and another location opening near Westlake Village/Agoura Hills. We are seeking a motivated and driven
Associate Advisor
to join our growing team. No prior experience is required—we are willing to train the right individual who demonstrates drive, professionalism, and a passion for financial services. This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and workshops, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
What you’ll do
Make active outbound calls to set appointments with prospects and existing clients
Prepare, present, and implement customized financial plans
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Attend and conduct seminars and workshops to educate current and prospective clients
Maintain compliance with laws, regulations, and company policies
Assist main advisor with meeting individual and team goals
What We’re Looking For
High School Diploma
Series 65, insurance license required or willing to obtain within 3 months of employment
Strong analytical, organizational, and communication skills
Willingness to speak publicly and lead seminars and workshops
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get
Pay & Perks
Starting base salary ranges from $60k - $70k, commensurate with experience. Additional bonuses and commissions are available, based on performance and business results.
Health insurance (partial contribution)
Dental insurance
Simple Retirement Plan with employer match
PTO
Employer paid incentive trips if firm goals are met
Many other incentive based bonuses throughout the year
Schedule
In office: Monday – Friday, 8:30am – 5:30pm
Some evenings required each month for client events
#J-18808-Ljbffr