What are the responsibilities and job description for the Financial Advisor position at Eminent IT Services, LLC?
Job Title: Financial Advisor
Location: Torrance, CA (On-site)
Type: Full-Time
Job Overview:
We are seeking an experienced Financial Advisor to manage and grow an existing book of business, no cold calling required. This role focuses on building strong client relationships, providing investment guidance, and managing diversified portfolios within a collaborative, professional office environment.
Key Responsibilities:
Manage and nurture existing client relationships
Analyze and oversee portfolios (equities, fixed income, annuities)
Provide tailored financial and investment recommendations
Execute trades and rebalance portfolios
Ensure compliance and maintain accurate documentation
Required Skills:
Proven experience managing investment portfolios
Strong knowledge of annuities and investment products
Excellent client communication and advisory skills
Detail-oriented with a compliance-driven mindset
Salary : $110,000