Financial Advisor

Jobtailor; Los Angeles (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a results-driven financial services professional to build a strong client base in Los Angeles. You will introduce investment solutions, assess client needs, and tailor recommendations to objectives and risk tolerance.

The role emphasizes prospecting, networking, and collaboration with internal specialists to deliver customized planning and growth opportunities. Strong communication and relationship skills are essential.

Qualifications

• Holding Series 7 license is required, with Series 66 (or 63/65) as alternatives.
• Minimum one year in financial services or a sales role with meeting/exceeding targets.
• Minimum one year in investments, with product knowledge and services experience.
• Proven ability to engage, influence and build trust with clients.
• Strong interpersonal, communication, and relationship-building skills.
• Ability to assess client needs and recommend appropriate solutions.
• Proven team player with collaborative mindset and stakeholder alignment.
• Active listening, questioning, and understanding client objectives.

Responsibilities

• Developing a book of business to meet and exceed performance hurdles.
• Prioritizing sourcing of prospective clients and leveraging referrals for customized solutions.
• Recommending investment products aligned with client objectives, resources, and risk profile.
• Balancing growth, referrals, follow-up, prospecting, compliance, and personal development.
• Organizing resources to run a productive practice (time, people, budget).
• Seeking specialists when appropriate to enhance planning and strategies for clients.
• Completing mandated training, assessments, and continuing education requirements.

Skills

Prospecting & lead gen

Relationship building

Communication skills

Needs assessment & solutioning

Team collaboration

Entrepreneurial mindset

Follow-through

Tech savviness

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Responsibilities

• Developing a book of business in order to meet and exceed established performance hurdles
• Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
• Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day‑to‑day and longer‑term planning
• Organizing and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Completing mandated training, assessments, performance goals and continuing education requirements

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Minimum of one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services
• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
• Proven ability to assess needs and recommend appropriate solutions/interventions
• Proven ability to work collaboratively on a team and with key partners
• Proven ability to listen and probe for clarity and understanding
• Goal and results oriented
• Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Strong follow‑through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Certifications & Qualifications

• Series 7 license
• Series 66 license
• Series 63 license
• Series 65 license