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Business Development Financial Advisor

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • reputed company reputed company Relationships: Work directly reputed company custodial distribution channels in their branches to reputed company relationships and business flows. • Build Networks: reputed company relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities. • Travel: Travel is generally limited to Los Angeles and surrounding areas. Requirements: • Bachelor’s degree preferred but not required • Minimum of 5 years of experience as an Investment Advisor Representative (IAR) • Holding either a Series 65 OR a Series 66 and Series 7 • At least 2 years registered as an IAR • Plus 3 years immediately prior registered with a broker-dealer • OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager • Strong communication skills, including reputed company speaking, with excellent interpersonal abilities • Demonstrated analytical, critical-thinking, and problem-solving skills Benefits: • Company discretionary bonus • Health, dental, and reputed company coverage • Employer 401(k) plan and company match • Health savings accounts • Flexible spending accounts • Voluntary supplemental plans subject to plan terms • Company-reputed company benefits such as life insurance • Short-term disability and long-term disability subject to applicable waiting periods • reputed company time off (PTO) or reputed company reputed company Leave (PSL) Apply tot his job Apply To this Job

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