Financial Advisor

Financial AdvisorAre you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team!This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements:Bachelor's degree preferred3-5 years of financial service experience requiredSeries 65 and Life and Health requiredStrong organizational, prioritization, interpersonal and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office SuiteExperience with CRM preferredThis position requires you possess the following skills:Strong relationship-building and communication abilitiesExpertise in financial planning and strategy developmentCommitment to following structured processes and ensuring complianceExcellent organizational and time management skillsStrong InitiativeProficiency with financial tools and CRM systemsResponsibilities:Engage with warm leads provided by our marketing efforts, establishing trust and credibilityConduct financial consultations to assess client needs, goals, and objectivesDevelop and present customized financial plans, ensuring alignment with client prioritiesFollow a consistent advising process to ensure compliance, accuracy, and efficiencyMaintain ongoing client relationships through regular communication and portfolio reviewsStay updated on financial products, market trends, and regulatory changesCollaborate with internal teams to enhance the overall client experienceCompensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory feesBenefits: 401k after 1 yearMedical, Dental, Vision - after 90 daysPTO Hours:Monday-Friday, 8:30am-5:30pm or 9am - 6pmIn office days are Tuesday-Thursday, Monday and Friday are remotePresented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-02-21