Financial Advisor
Wealth Enhancement Group(4 months ago)
About this role
A Financial Advisor at Wealth Enhancement in Los Angeles will work as part of an advisory team supporting an established client portfolio, with the opportunity to succeed the current advisor upon retirement. The role is a succession opportunity and offers a base salary of $150,000-$175,000 plus variable compensation and participation in the equity program.
Required Skills
- Client Management
- Financial Planning
- Prospecting
- Sales
- CRM
- Investment Analysis
- Compliance
- Communication
- Trade Execution
- Account Management
Qualifications
- Bachelor's Degree
- CFP
- CPA
- MBA
- Series 7
- Series 66
- Series 65
- Insurance Licenses
- 4+ Years Experience
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