Hybrid Financial Advisor - LA Wealth & Retirement Planning

Park Avenue Wealth Management; Los Angeles (CA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Park Avenue Wealth Management is seeking a full-time Financial Advisor for a hybrid role in Greater Los Angeles, CA. The advisor will meet with clients, develop personalized financial plans, and analyze investments to align with risk tolerance and goals.

The position emphasizes ongoing portfolio reviews, retirement planning, and protection analysis, with regulatory compliance and documentation to support ethical practice. Licenses such as FINRA and insurance are relevant.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies for diverse clients.
• Candidates should possess solid Finance and Investments expertise to analyze portfolios, evaluate products, and recommend suitable investment solutions.
• Candidates should possess robust Financial Advisory capabilities to deliver objective guidance, build long-term relationships, and support both individuals and small businesses.
• Relevant licenses (such as FINRA securities licenses and insurance licenses) or a clear path to obtaining them within a defined timeframe.
• Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and sound judgment.
• Excellent interpersonal and communication skills, including the ability to explain complex concepts in clear, accessible language.
• Demonstrated commitment to ethical standards, regulatory compliance, and client confidentiality.
• Ability to work in a hybrid environment in Greater Los Angeles, CA, managing time effectively across in-office and remote settings.

Responsibilities

• Day-to-day responsibilities include conducting client meetings, preparing financial plans, analyzing investment options, and recommending solutions aligned with clients’ risk tolerance and time horizons.
• The role also involves ongoing portfolio review, retirement planning, insurance and protection analysis, and coordination of solutions for small business owners and their employees.
• The Financial Advisor will collaborate with internal partners, stay current on market and regulatory developments, and maintain accurate documentation to support compliant and ethical practice.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Hybrid work experience

Education

Bachelor's degree in finance/economics/business

Job description

Park Avenue Wealth Management is seeking a full-time Financial Advisor for a hybrid role in Greater Los Angeles, CA. The advisor will meet with clients, develop personalized financial plans, and analyze investments to align with risk tolerance and goals.

The position emphasizes ongoing portfolio reviews, retirement planning, and protection analysis, with regulatory compliance and documentation to support ethical practice. Licenses such as FINRA and insurance are relevant.