Wealth Advisor: Build Trusted Client Relationships & Growth

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

Job summary

Lenox Advisors, Inc. in Los Angeles is seeking experienced Sales Professionals to develop new client opportunities across wealth management, including insurance, asset management, and retirement planning.

You will build strong client relationships, provide tailored recommendations, and work with a collaborative team to grow assets and referrals. Strong communication, a client-service mindset, and relevant licenses (SIE, Series 7/66) are preferred for success.

Qualifications

• Strong interpersonal and communication skills with the ability to engage, listen, empathize, ask questions, and respond clearly.
• Results-driven, motivated, and a proactive self-starter who thrives in a sales environment.
• Bachelor's degree or career changer with willingness to learn and obtain licenses.

Responsibilities

• Proactively establish, develop, and maintain strong client relationships.
• Engage with new and existing clients daily to understand goals and present tailored recommendations.
• Build client loyalty through exceptional service and trusted advice, generating referrals.
• Network regularly to grow relationships and referral opportunities.
• Be the main point of contact for clients and respond to questions and concerns as part of a collaborative team.

Skills

Interpersonal communication

Active listening

Client engagement

Self-starter

Results-driven

Education

Bachelor's degree

Job description

Lenox Advisors, Inc. in Los Angeles is seeking experienced Sales Professionals to develop new client opportunities across wealth management, including insurance, asset management, and retirement planning.

You will build strong client relationships, provide tailored recommendations, and work with a collaborative team to grow assets and referrals. Strong communication, a client-service mindset, and relevant licenses (SIE, Series 7/66) are preferred for success.