What are the responsibilities and job description for the Associate Wealth Advisor position at Navalign Wealth Partners?
Associate Wealth Advisor | Navalign Wealth Partners
📍 Encino, CA | 💵 $80,000–$120,000 Bonus
Are you a seasoned financial professional who thrives on building client relationships and delivering meaningful advice? Join Navalign Wealth Partners, a fiduciary fee-only RIA founded in 2002, serving clients in 30 states.
What You’ll Do
- Partner with lead advisors to deliver personalized wealth management and planning.
- Build trusted, long-term client relationships with clients we assign to you — no business development or prospecting required.
- Contribute to financial plans, portfolio management, and client review meetings.
- Grow your expertise in a collaborative, team-focused environment.
What We Offer
- 💰 Competitive salary bonus, 401(k) match, and profit sharing
- 🏥 100% paid medical, dental, vision, and parking
- 📈 Career growth with mentorship from senior advisors
- 🤝 A supportive, team-driven culture with advanced technology tools
What We’re Looking For
- 10 years in client-facing financial services (sales or sales support)
- Series 65, CFP® and/or CFA
- In-office 3 days/week (Encino, CA)
- Strong integrity, clean compliance record, and client-first mindset
At Navalign, you’ll have the chance to deepen your career, serve an established client base, and grow with a forward-thinking team — without the pressure of prospecting.
👉 Apply today to join a firm that values collaboration, innovation, and excellence.
Salary : $80,000 - $120,000