Financial Advisor - Los Angeles

Lenox Advisors; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum, including insurance, asset management, and estate planning.

You will proactively establish relationships, present customized recommendations, and work with a collaborative team to deliver exceptional client service and grow the

Qualifications

• The Lenox brand represents trust, teamwork, and accountability, and your values should align.
• Willingness to learn through actionable training and development.
• Strong client-service orientation and ability to build client relationships.
• Excellent interpersonal and communication skills, with active listening.
• Finance background is not required; sales, business development or relationship management experience helps.

Responsibilities

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Skills

Client relationships

Communication skills

Active listening

Sales

Networking

Education

Bachelor's degree

FINRA Series 7/66 license

SIE license

Job description

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

• The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
• Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
• A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
• Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
• Sales, business development, or relationship management
• Executive leadership
• Former athletes
• Military background
• You’re results-driven, highly motivated, self-starter
• Bachelor's degree and/or career changer
• Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66