Financial Advisor

The Well; Santa Clarita (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

The Well in Santa Clarita, CA is seeking a Servicing Financial Advisor to independently manage an established client book and provide fiduciary-level financial planning. As a CFP® professional, you will own client relationships with support from a Lead Advisor, using eMoney to create retirement, tax, estate and investment plans.

Requires 3–5 years of advisory experience and an Active California Insurance License.

Qualifications

• Active California Insurance License.
• 3–5 years of financial advisory or planning experience.
• Strong analytical, written, and verbal communication skills.

Responsibilities

• Prepare for and independently lead client service and review meetings.
• Support Lead Advisor in planning meetings, gathering and analyzing client financial data.
• Manage post-meeting follow-up, ensuring recommendations and actions are completed.
• Build and maintain comprehensive financial plans using eMoney.
• Coordinate account openings, transfers, distributions, and beneficiary changes.
• Maintain accurate client records and planning documentation.

Skills

Analytical communication skills

Organization & follow-through

Client relationship management

Education

CFP certifications

Tools

eMoney

Job description

Location: Santa Clarita, CA – in office position

Are you a CFP® professional who thrives on deep client relationships and comprehensive financial planning? We're looking for an experienced Servicing Financial Advisor to independently manage and support an established book of business — bringing exceptional planning expertise and an unmatched client experience to every relationship.

About the Role

This is a great fit for a highly organized, planning-focused CFP® who wants ownership over client relationships while working alongside a collaborative Lead Advisor and client service team. In-office position.

Key Responsibilities

• Prepare for and independently lead client service and review meetings
• Support the Lead Advisor in planning meetings, gathering and analyzing client financial data
• Manage post-meeting follow-up, ensuring all recommendations and action items are completed
• Build and maintain comprehensive financial plans using eMoney
• Conduct paraplanning analysis across retirement income, Social Security, tax, estate, insurance, and investment strategies
• Review portfolios, cash flow, retirement projections, and overall financial position
• Identify outside assets and additional planning opportunities
• Support investment and annuity analysis, including equity index annuities
• Coordinate account openings, transfers, distributions, and beneficiary changes
• Maintain accurate client records, meeting notes, and planning documentation
• Proactively communicate with clients on planning needs and upcoming reviews
• Monitor client life events that may impact their financial plan
• Collaborate with CPAs, estate attorneys, and other outside professionals
• Uphold the highest standards of compliance, confidentiality, and fiduciary care

What You Bring

• Active California Insurance License
• 3–5 years of financial advisory or planning experience
• Strong working knowledge of eMoney
• Familiarity with equity index annuities
• Solid grasp of retirement, investment, tax, insurance, and estate planning concepts
• Excellent analytical, written, and verbal communication skills
• Highly organized with strong follow-through
• Comfortable managing client relationships independently
• Collaborative, proactive, and service-minded