Strategic Private Client Wealth Advisor

Fairygodboss; Torrance (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Private Client Advisor in Torrance, California to provide comprehensive financial planning and advice for a diverse range of clients. You will champion team success, build client relationships, and provide a holistic view of their financial needs.

To excel in this role, you must have at least 2 years of financial advising experience, a Series 7 and a Series 66 license. Join us for a fulfilling career that emphasizes diversity and personal growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• A valid Series 7 and Series 66 license are required.

Responsibilities

• Champion teammates' success while fostering a culture of diversity.
• Build a book of business delivering personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Communication skills

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License

Life and Health Insurance License

Job description

Fairygodboss is seeking a Private Client Advisor in Torrance, California to provide comprehensive financial planning and advice for a diverse range of clients. You will champion team success, build client relationships, and provide a holistic view of their financial needs.

To excel in this role, you must have at least 2 years of financial advising experience, a Series 7 and a Series 66 license. Join us for a fulfilling career that emphasizes diversity and personal growth.