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:

Become more attractive to new clients by becoming a fiduciary advisor and/or
Grow your existing book of business that you own 100% and/or
Leverage our portfolio managers, cutting edge technology, and back office support staff and/or
Work in a fun, supportive environment where others are invested in your success

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

Navalign Wealth Partners

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