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
