Financial Advisor

Financial Advisor

Type: Full-time

Work location: Encino, CA

Schedule: 1-2 days/week onsite

We re seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment.

Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach.

Our client is seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. You ll maintain full ownership of your client relationships while gaining access to:

• A Competitive Compensation Structure
• Base salary + payout + growth-based bonuses
• Comprehensive Back-Office Support
• Paperwork, client onboarding, compliance, billing, operations
• In-House Portfolio Management
• Investment strategies implemented and monitored by our professional team
• Modern, Integrated Technology Stack
• Client portals, CRM, financial planning tools, and reporting
• Hybrid Work Flexibility
• Work from home or from our office in Encino (in-office 1 2 days per week)
• Employee Benefits
• 100% employer-paid Medical, Dental, and Vision
• 401(k) with company match and profit sharing
• Ongoing professional development opportunities

What Your Clients Will Experience:

• Unbiased fiduciary advice from trusted professionals.
• Personalized financial planning and investment guidance from a team of CFP and CFA professionals.
• Seamless access to their accounts and reports through modern digital tools.
• Friendly, responsive service from a warm and capable support team.

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).
• Based in or near Los Angeles/Encino area and available for hybrid work (1-2 days/week onsite).

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.