Job Description
Join Wealth Growth Partners as a Financial Advisor in Los Angeles's thriving financial district! We provide state-of-the-art equipment including Bloomberg terminals, CRM software, and mobile devices to empower your success. Build your client portfolio with full institutional support while enjoying competitive compensation and comprehensive benefits.
Why Join Us?
- Proven track record of advisor success in LA market
- Exclusive access to high-net-worth client network
- Continuous professional development programs
- Flexible hybrid work environment
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Manage investment portfolios exceeding $50M in AUM
- Conduct market analysis using provided financial tools
- Build and maintain client relationships through strategic outreach
- Comply with FINRA and SEC regulations
- Mentor junior advisors on best practices
- Participate in quarterly portfolio reviews and strategy sessions
Qualifications
- Series 7, 66, and CA Life/Health licenses required
- Minimum 3 years experience in financial advisory
- Proven track record exceeding $30M AUM
- Bachelor's degree in Finance or related field
- Expertise in estate planning and tax strategies
- Strong presentation and negotiation skills
- CFP designation preferred
- Ability to thrive in commission-based compensation