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Associate Advisor - Woodland Hills, CA
Woodland Hills, CAPosted 4 days ago
onsite
Job Description
Remote Status: On-Site
Job Id:
3848
# of Openings:
1
Pay Range: $60,000 - $70,000 per year
Position: Associate Advisor
Firm: Premiere Wealth Advisors
Location: Woodland Hills, CA
Overview:
Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office in Woodland Hills, CA and another location opening near Westlake Village/Agoura Hills, CA. We are seeking a motivated and driven Associate Advisor to join our growing team!
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
- 1+ years Financial experience required
- 1-2 years working alongside a Financial Advisor or Banking industry preferred
- 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
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $60,000 - $70,000 per year
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