Associate Wealth Advisor - Client Relationships & Plans

Premier Wealth Advisors, Inc.; Westlake Village (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance (partial)

Simple retirement plan with employer-m

PTO

Employer paid incentive trips if firm

Many other incentive-based bonuses

Job summary

Premier Wealth Advisors, Inc. in Westlake Village, CA is seeking a motivated Associate Advisor to join our boutique wealth management team. The role focuses on building relationships, meeting with leads, and providing superior client service while pursuing sales opportunities.

The Associate Advisor will meet one-on-one with leads and clients, develop financial plans, and participate in seminars and workshops, contributing to team goals and compliance with firm policies.

Qualifications

• High School Diploma (required).
• 1+ years financial experience.
• 1-2 years working alongside a Financial Advisor or Banking industry preferred.
• 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.
• Self-starter who takes initiative and works well independently.
• Demonstrates integrity and ethical conduct, especially with confidential information.

Responsibilities

• Make active outbound calls to set appointments with prospects and existing clients.
• Prepare, present, and implement customized financial plans.
• Provide financial planning advice including 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.

Skills

Analytical skills

Organizational skills

Communication skills

Public speaking

Education

High School Diploma

Job description

Premier Wealth Advisors, Inc. in Westlake Village, CA is seeking a motivated Associate Advisor to join our boutique wealth management team. The role focuses on building relationships, meeting with leads, and providing superior client service while pursuing sales opportunities.

The Associate Advisor will meet one-on-one with leads and clients, develop financial plans, and participate in seminars and workshops, contributing to team goals and compliance with firm policies.