Financial Advisor

Type: Full-time

Client location: Encino, CA

Work location: Remote

Our client is seeking an experienced Financial Advisor with a portable book of business ($20MM+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment.

Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach. They were named by Newsweek as one of America's Top Advisory Firms.

Our client is seeking an experienced Financial Advisor with a portable book of business ($20MM+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. You’ll maintain full ownership of your client relationships while gaining access to:

A Competitive Compensation Structure
Base salary + payout + growth-based bonuses
Comprehensive Back-Office Support
Paperwork, client onboarding, compliance, billing, operations
In-House Portfolio Management
Investment strategies implemented and monitored by our professional team
Modern, Integrated Technology Stack
Client portals, CRM, financial planning tools, and reporting
Employee Benefits
100% employer-paid Medical, Dental, and Vision
401(k) with company match and profit sharing
Ongoing professional development opportunities

What Your Clients Will Experience:

Unbiased fiduciary advice from trusted professionals.
Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals.
Seamless access to their accounts and reports through modern digital tools.
Friendly, responsive service from a warm and capable support team.

What We’re Looking For:

Minimum 4 years of experience in a client-facing financial advisor role.
A portable book of business of at least $20 million.
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).

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.

Job Type: Full-time

Pay: $100,000.00 - $500,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Professional development assistance
Vision insurance

Application Question(s):

Do you have a portable book of business of at least $20 million?

Experience:

Financial advisory: 4 years (Required)

Work Location: Remote

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Remote Financial Advisor