Client Relationship Advisor - Westlake Village, CA
About The Position
Premiere Wealth Advisors, Inc., a boutique private wealth management firm in Westlake Village, California, is seeking a motivated, client-focused Client Relationship Advisor. The role involves meeting one-on-one with prospects generated through seminars and workshops, as well as existing clients. The ideal candidate is personable, energetic, proactive in following through on opportunities, comfortable in individual and group settings, and committed to helping clients pursue their financial goals while putting clients first. The advisor will conduct outbound calls, prepare and implement customized financial plans, provide advice on investments, insurance, and retirement, and develop and retain client relationships. The role also includes attending and conducting educational seminars and workshops, maintaining compliance, and assisting the main advisor with individual and team goals. This is an in-office position scheduled Monday through Friday, 8:30 a.m. to 5:30 p.m., with some required evening client events each month.
Requirements
- High school diploma.
- Series 65 and insurance license, or willingness to obtain them within three months of employment.
- Good-natured, compassionate, and positive attitude while maintaining professionalism.
- Strong analytical, organizational, and communication skills.
- Willingness to speak publicly and lead seminars and workshops.
- Ability to build trust-based client relationships through attentive, personalized service and guidance.
- Self-starter who takes initiative and works well independently.
- Strong integrity and commitment to ethical conduct, particularly when handling confidential client information and financial matters.
Nice To Haves
- At least one year of experience working in the financial industry is preferred.
Responsibilities
- Make outbound calls to schedule appointments with prospects and existing clients.
- Prepare, present, and implement customized financial plans.
- Provide financial planning advice related to investments, insurance, and retirement.
- Develop, manage, and retain strong client relationships.
- Attend and conduct seminars and workshops for current and prospective clients.
- Maintain compliance with applicable laws, regulations, and company policies.
- Assist the main advisor with individual and team goals.
Benefits
- Health insurance with partial employer contribution.
- Dental insurance.
- Simple Retirement Plan with employer match.
- Paid time off.
- Employer-paid incentive trips if firm goals are met.
- Performance-based bonuses and commissions, based on performance and business results.
- Other incentive-based bonuses throughout the year.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
