Entrepreneurial Financial Advisor — Build Your Own Practice

GoldBook Financial LLC; Los Angeles (CA); On-site; USD 51,000 - 320,000; Full time

Benefits offered by this job

401(k)

401(k) matching - up to 10%

Dental insurance

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Professional development assistance

Retirement plan

Vision insurance

Job summary

GoldBook Financial LLC in California is seeking motivated Financial Advisors to build and manage their own practice while delivering comprehensive strategies tailored to clients' goals. This entrepreneurial, relationship-driven role offers training, mentorship, technology, marketing resources, and access to experienced professionals to grow your client base and book of business.

You will serve individuals, families, and business owners across wealth management, retirement planning, life

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–2 years of experience in financial advisory or wealth management.
• Active Life, Accident & Health licenses and FINRA registrations (Series 7 and 66 or 63 and 65).

Responsibilities

• Develop comprehensive financial strategies based on clients' goals, risk tolerance, financial circumstances, and time horizons.
• Cultivate lasting relationships with individuals, families, and business owners while growing your book of business through networking, referrals, professional connections, and other business-development strategies.
• Conduct ongoing client reviews and proactively adjust strategies as clients' financial needs and life circumstances evolve.
• Collaborate with experienced advisors and internal specialists to provide clients with a truly holistic financial planning experience.
• Leverage technology, marketing support, and training to strengthen and grow your practice.
• Uphold the highest standards of professionalism, ethics, and regulatory compliance while continually strengthening your financial expertise, business-development skills, and client-service capabilities.

Skills

Communication skills

Presentation skills

Networking

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Tools

eMoney

MoneyGuidePro

Morningstar

Job description

GoldBook Financial LLC in California is seeking motivated Financial Advisors to build and manage their own practice while delivering comprehensive strategies tailored to clients' goals. This entrepreneurial, relationship-driven role offers training, mentorship, technology, marketing resources, and access to experienced professionals to grow your client base and book of business.

You will serve individuals, families, and business owners across wealth management, retirement planning, life