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Financial Advisor

Woodland Hills/Los Angeles, CA
Posted 12 months ago

A successful and rapidly-growing RIA firm is seeking to add one financial advisor to their office in the Woodland Hills, CA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

Job Description and Requirements

  • Access to an existing marketing system
  • New client appointments scheduled for you
  • Little to no prospecting
  • Meet with clients and close business!
  • Series 65 required
  • CFP a plus

Job Features

Job CategoryFinancial Advisor Opportunities

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