Financial Advisor
Type: Full-time
Client location: Encino, CA
Work Location: Remote
Our client is seeking an experienced Financial Advisor with a portable book of business ($20MM+ 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. They were named by Newsweek as one of America's Top Financial Advisory Firms.
Our client is seeking an experienced Financial Advisor with a portable book of business ($20MM+ 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
- 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 4 years of experience in a client-facing financial advisor role.
- A portable book of business of $20 million.
- 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).
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.
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