Associate Advisor - Westlake Village, CA

Advisor Talent Solutions•Westlake Village, CA

4h•$60,000 - $70,000•Onsite

About The Position

Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office in Woodland Hills, CA and another location opening near Westlake Village/Agoura Hills, CA. They are seeking a motivated and driven Associate Advisor to join their growing team. This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and workshops, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.

Requirements

High School Diploma
1+ years Financial experience required
Series 65, insurance license required or willing to obtain within 3 months of employment
Strong analytical, organizational, and communication skills
Willingness to speak publicly and lead seminars and workshops
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

1-2 years working alongside a Financial Advisor or Banking industry preferred

Responsibilities

Make active outbound calls to set appointments with prospects and existing clients
Prepare, present, and implement customized financial plans
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Attend and conduct seminars and workshops to educate current and prospective clients
Maintain compliance with laws, regulations, and company policies
Assist main advisor with meeting individual and team goals