Financial Advisor for hot RIA (can be remote)

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