Seeking a Financial Advisor/Financial Planner for a hot RIA

We’re seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment.  If interested, email Jonas at Jonas@tentek.com

We provide fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach.

Whether you're looking to enhance your value proposition as a fiduciary, streamline your operations, or focus more on client relationships and growth—we're here to help you succeed.

 

 

As a Financial Advisor, you’ll maintain full ownership of your client relationships while gaining access to:

• A Competitive Compensation Structureo Base salary + payout + growth-based bonuses
• Comprehensive Back-Office Support
    o Paperwork, client onboarding, compliance, billing, operations
• In-House Portfolio Management
    o Investment strategies implemented and monitored by our professional team
• Modern, Integrated Technology Stack
    o Client portals, CRM, financial planning tools, and reporting
• Hybrid Work Flexibility
    o Work from home or from our office in Encino (in-office 1–2 days per week)
• Employee Benefits
    o 100% employer-paid Medical, Dental, and Vision
    o 401(k) with company match and profit sharing
    o Ongoing professional development opportunities

What Your Clients Will Experience:

• Unbiased fiduciary advice from trusted professionals
• Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals
• Seamless access to their accounts and reports through modern digital tools
• Friendly, responsive service from a warm and capable support team

 

What We’re Looking For:

• Minimum 5 years of experience in a client-facing financial advisor role
• A portable book of business of at least $20 million in AUM
• Clean compliance record
• Proven track record of developing and managing client relationships
• Strong communication and interpersonal skills
• Series 65, CFP®, or CFA® preferred (we can support licensing if needed)
• Based in or near Los Angeles/Encino area and available for hybrid work

 

This Role is Ideal If You’re:

• Looking for an independent, fiduciary firm where you retain ownership of your clients
• Ready to offload operational tasks and focus on growing your business
• Excited to collaborate with an experienced, supportive team
• Interested in offering a better client experience with modern tools and expert guidance