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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:
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
- 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