Financial Advisor - Navalign Wealth Partners : Job Details

Founded in 2002, Navalign Wealth Partners is a rapidly growing fee-only RIA located in Encino, CA. We manage assets and provide financial planning services for hundreds of individuals, families, and businesses across 30+ states. We are looking for an experienced financial advisor with an existing portable book of business that wants to:

As a Financial Advisor with Navalign you will be provided with:

• Competitive compensation structure that rewards growth (Salary + Payout + Bonuses)
• A full back-office support team
• Portfolio managers to implement and manage investment strategies
• Cutting edge technologies to help you manage you entire practice
• 401k with Match and Profit Sharing
• Medical, Vision and Dental paid 100% by company
• Opportunities for professional development
• The ability to work from home or in the office

Your clients will be provided with:

• Unbiased advice from trusted fiduciary advisors (you and our team)
• Planning and investment strategies from professionals with CFP and CFA designations
• Access to their accounts through cutting edge technology interfaces
• A warm back-office team equipped to handle their requests in a timely manner

Your Attributes:

• 5+ years in client facing financial services is required
• An existing portable book of business is required
• Series 65, CFP and/or CFA designations preferred
• A proven track record of developing business
• A clean compliance record
• A can-do, friendly attitude