Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA
$75,000–$80,000 year
On-site · Redondo Beach, California, United States
Job Summary
Associate Financial Advisor role supporting Lead Advisor at South Bay Wealth Advisors (Thrivent) through investment planning, insurance solutions, and ongoing client relationship management. Responsibilities include handling client communications, assisting with fund selection criteria and wrap accounts, conducting research for suitable securities and insurance recommendations, processing trade orders, explaining coverage and policy details, preparing for client meetings, collaborating on product changes, and contributing to marketing and community-building efforts. The position involves deep client interaction, meeting preparation, and long-term growth within a values-driven, community-focused practice; compensation includes a $75,000-$80,000 annual salary with potential bonus/commission and health-benefits stipend.
Required Qualifications
- Securities (Series 7 and 66) or Series 7, 63 and 65 license
- Life, Health and Annuities registration
- Satisfactory background check, fingerprinting and securities registration verification, if applicable
- Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
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