Financial Advisor

Torrance, CA, US • Posted 14 hours ago • Updated 14 hours ago
Full Time
On-site
$110,000/yr
Fitment

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Job Details

Skills

  • Annuities
  • Customer Relationship Management (CRM)

Summary

Job Title: Financial Advisor
Location: Torrance, CA (On-site)
Type: Full-Time

Job Overview:
We are seeking an experienced Financial Advisor to manage and grow an existing book of business, no cold calling required. This role focuses on building strong client relationships, providing investment guidance, and managing diversified portfolios within a collaborative, professional office environment.
Key Responsibilities:

  • Manage and nurture existing client relationships

  • Analyze and oversee portfolios (equities, fixed income, annuities)

  • Provide tailored financial and investment recommendations

  • Execute trades and rebalance portfolios

  • Ensure compliance and maintain accurate documentation

Required Skills:

  • Proven experience managing investment portfolios

  • Strong knowledge of annuities and investment products

  • Excellent client communication and advisory skills

  • Detail-oriented with a compliance-driven mindset

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.
  • Dice Id: 91164101
  • Position Id: 8926901
  • Posted 14 hours ago
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