Financial Advisor

  • Posted 21 days ago | Updated 21 days ago

Overview

Remote
Depends on Experience
Contract - W2
Contract - 6 Month(s)
No Travel Required

Skills

financial advisor
$20 million in AUM

Job Details

What We re Looking For:

  • Minimum 5 years of experience in a client-facing financial advisor role
  • A portable book of business of at least $20 million in AUM
  • Clean compliance record
  • Proven track record of developing and managing client relationships
  • Strong communication and interpersonal skills
  • Series 65, CFP , or CFA preferred (we can support licensing if needed)

What We re Looking For:

Minimum 5 years of experience in a client-facing financial advisor role

A portable book of business of at least $20 million in AUM If the candidate is a superstar, they may consider remote work, however, they must be a superstar or else they will not consider remote.

Clean compliance record

Proven track record of developing and managing client relationships

Strong communication and interpersonal skills

Series 65, CFP , or CFA preferred (we can support licensing if needed)

Based in or near Los Angeles/Encino area and available for hybrid work

This Role is Ideal If You re:

Looking for an independent, fiduciary firm where you retain ownership of your clients

Ready to offload operational tasks and focus on growing your business

Excited to collaborate with an experienced, supportive team

Interested in offering a better client experience with modern tools and expert guidance

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.