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,
TenTek (Recruiting Company servicing Fortune 500 and Mid-Level Companies in their Hiring Needs)Financial Advisor/Planner - FTE role In West Los Angeles
Our Los Angeles office in California is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. This is a Succession opportunity to take over an established client portfolio, as the current advisor lead plans to retire within the next 2-3 years. The client hires
TenTek (Recruiting Company servicing Fortune 500 and Mid-Level Companies in their Hiring Needs)
Printed courtesy of www.laglcc.org/ – Contact the Los Angeles LGBTQ Chamber of Commerce for more information.
8605 Santa Monica Blvd, Ste 49009, West Hollywood, CA 90069-4109 – +1 (310) 800-1266 – info@laglcc.org