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Advisors

Investment Advisory Representative/ Financial Advisor

Job Description

Our firm is currently looking for an Investment Advisory Representative/ Financial Advisor to join our award-winning team in the Los Angeles office. We work with individuals, families, corporations and charitable foundations by tailoring comprehensive financial planning and wealth management advice for investment management, risk management, tax planning, retirement planning and education planning.

New and experienced associates will be under the guidance of experienced management and advisors to develop and grow their financial advisory practice. Associates will have access to extensive in-person training by local and national leaders to build a book of business by on-going advice-based planning.

Qualifications and Skills

  • Exceptional communication skills
  • Exceptional analytical and problem-solving skills
  • Client focus mentality
  • High professional standards and integrity
  • Entrepreneurial spirit
  • Language Requirement: Bi-Lingual, Fluent in English and Korean

Education and Licenses

  • Education Requirement: Bachelor’s Degree
  • Advanced Professional Designations and Degrees Preference: MBA, JD, LLM, CFP®, ChFC®, CLU®, CIMA®, CASL®, CLTC®, CFA®
  • License Preferences: FINRA Securities Series 6 or Series 7 and Series 63/Series 65 or Series 66

Benefits

  • Industry leader with excellent, financial strength and impeccable integrity
  • Innovative market development tools
  • State-of-the-art financial analysis software
  • Flexibility to balance career and personal needs
  • Extensive professional development programs
  • Excellent compensation and benefits

Job Type

  • Full-time