Financial Advisor Associate
$75,000–$100,000 year
On-site · Los Angeles, California, United States
Los Angeles, California, United StatesOn-siteFull Time$75,000–$100,000 yearMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Join Empress Investment Group as a Financial Advisor Associate to prepare, present, and implement customized financial plans. This full-time, in-office role focuses on building client relationships and guiding clients through financial strategies, with a clear path to becoming a Lead Advisor. Ideal candidates will possess a Bachelor's degree and hold active FINRA licensing.
Required Qualifications
- Active FINRA Series 66 or 65 required
- CA Insurance Licensed (Life/Health)
Desired Qualifications
- Experience with financial CRMs preferred (Redtail, Wealthbox, or similar)
- 2+ years of experience in financial planning, wealth management, or related field
- Strong organizational, prioritization, interpersonal, and management skills
- Proficient with Microsoft Suite (Outlook, Excel, Word, etc.)
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