Job Description
Join Pacific Wealth Partners as a Financial Advisor and transform your career in one of America's most dynamic financial markets. We're seeking passionate professionals to build client portfolios while receiving elite training, competitive compensation, and unparalleled growth opportunities. Our client-centric approach combines cutting-edge financial technology with personalized wealth management strategies for high-net-worth individuals and families across Greater Los Angeles.
Why Choose Us? Industry-leading mentorship from CFP® professionals, comprehensive benefits package (health, dental, vision), 401(k) matching, and performance-based bonuses. Work in our state-of-the-art downtown LA office with flexible hybrid options.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand client relationships through personalized portfolio reviews and proactive financial guidance
- Stay current on market trends, tax regulations, and compliance requirements (FINRA Series 65/66 license required)
- Leverage CRM systems to track client assets and identify cross-selling opportunities
- Collaborate with our investment committee to optimize portfolio allocation strategies
- Present complex financial concepts through clear, compelling client presentations
- Participate in community networking events to build referral pipelines
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA preferred)
- Minimum 3 years financial services experience with proven client acquisition track record
- Active Series 65/66 and state insurance licenses
- CFP® designation or commitment to obtain within 12 months
- Exceptional communication skills with ability to articulate complex financial concepts
- Strong analytical mindset and proficiency in financial planning software (MoneyGuidePro, eMoney)
- Valid California driver's license and reliable transportation
- Uncompromising ethics and FINRA compliance record