Financial Advisor - Licensed
rk partnersLos Angeles, CA
Financial Advisor - Licensed
L5
rk partnersLos Angeles, CAtoday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationJob Description:
As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities:
Prospecting for clients through referrals, personal observation and networkingDeveloping and maintaining long-term relationships with clientsFact gathering and needs analyses to arrive at client-centric financial solutionsExpanding personal knowledge and skills through ongoing professional development and joint work with fellow associatesQualificationsStrong interpersonal skills and customer service focusExperience working with vlients virtuallyMarket development/networking abilitiesPresentation and organization skillsStrong work ethic, self-motivated and goal-orientedBA, BS, and/or graduate degree or equivalent work experience requiredBenefitsResults-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION: Mutiple Locations
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Level
SeniorL5
Location
Los Angeles, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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