Private Client Advisor - Wealth & Digital Guidance

Fairygodboss; Manhattan Beach (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Healthcare coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your teammates' success and building a book of business through strong client relationships while providing personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial advisory, along with the required licenses.

This role also emphasizes supporting clients through financial education and digital innovations to enhance their banking experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to commit to goals-based planning and advice.

Responsibilities

• Support teammates' success and foster a culture of diversity.
• Deliver personalized investment solutions to clients.
• Educate clients on technology for investment management.

Skills

Client acquisition

Relationship management

Business judgment

Financial coaching

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your teammates' success and building a book of business through strong client relationships while providing personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial advisory, along with the required licenses.

This role also emphasizes supporting clients through financial education and digital innovations to enhance their banking experience.