What are the responsibilities and job description for the Financial Advisor position at LHH US?
Are you an experienced financial advisor seeking a new challenge with a firm that values both independence and collaboration? LHH is partnering with a growing, boutique financial consulting firm in Carlsbad to hire an experienced Financial Advisor for this newly created role because of an increase in client demand. Become part of a collaborative group that specializes in delivering thorough financial guidance and wealth strategies to clients from a wide range of backgrounds.Why This Firm?Boutique Environment, Big Impact: Enjoy the autonomy and influence of a smaller firm, where your ideas are heard and your work directly shapes client outcomes and firm direction. Advisors here are empowered to build deep, lasting client relationships and are supported by a collaborative team culture.Client-First Approach: The firm is known for its thorough, personalized planning-covering investments, retirement, estate, insurance, and multigenerational strategies.Supportive, Flexible Culture: Employees highlight the firm's flexibility, strong work-life balance, and genuine commitment to professional growth. The team celebrates wins together and supports each other through challenges.Growth and Opportunity: This is a newly created position due to expansion, offering the chance to help shape the future of the practice. You'll work alongside experienced professionals who value initiative, confidence, and a team-oriented mindset.What Makes You a Great Fit?You have 3-5 years of hands-on experience in comprehensive financial planning and client servicing.You hold the necessary licenses and certifications to provide financial advice in California - (series 66 and series 67)You thrive in an environment where you can take initiative, work independently, and also contribute as a team player.You bring confidence, drive, and a client-focused mindset-ready to build relationships and deliver exceptional service.You value collaboration and understand that your work impacts the entire team and client experience.Benefits:· Medial, Dental, Vision Insurance - 100% company paid for employee· Generous Holidays and PTO· Long-term and short-term disability insurancePay Details: $78,000.00 to $85,000.00 per yearSearch managed by: Erin Kile Equal Opportunity Employer/Veterans/DisabledMilitary connected talent encouraged to applyTo read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www-uat.lhh.com/us/en/candidate-privacyThe Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:The California Fair Chance ActLos Angeles City Fair Chance OrdinanceLos Angeles County Fair Chance Ordinance for EmployersSan Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Salary : $78,000 - $85,000