The Associate Financial Advisor will provide technical and client relationship management support to seasoned members of the Advisory Team. Attend client and prospect meetings and take detailed notes including assigning tasks for meeting action items. You will be handling transactions for the firms clients as well as support day to day relationships and participate in client meetings. You may also conduct solo meetings with clients as appropriate. The Associate Financial Advisor will be responsible for developing financial plans, projections and reports. Reviewing portfolio performance and performing research regarding complex client issues, including estate and tax law. You will also work with other advisors to attract additional clients through referrals, networking/social/community activities.

Desirable Qualifications
- CFP designation or candidate, financial services or consultative sales experience
- Exceptional communication and presentation skills.
- Strong attention to detail, poised, organized and efficient.
- Able to manage multiple tasks with urgency and prioritize.
- Experience with CRM, financial planning, and portfolio management software a plus.
- Ability to work independently and as part of a team.
- Passion for Client Service


Benefits:
Team coffees, lunches, happy hour, tight knit group, everyone is office is like family
401k match, medical, dental vision, PTO, opportunities to attend conferences and additional training. Salary range ($75,000 - $150,000 commensurate with education, experience, and licenses)

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. To the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.