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Signature Estate & Investment Advisors, LLC · 1 day ago

Advisor

Los Angeles, CA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $120K/yr

2+ years exp

**Signature Estate & Investment **Advisors, LLC is focused on providing comprehensive financial services to clients. The Advisor role involves assisting clients with financial, estate, and retirement planning, while also leading client planning efforts and managing relationships to ensure client satisfaction and operational excellence.

AdviceConsultingReal EstateRetirementWealth Management

Hiring Manager

Kailey Blahut

Responsibilities

Leads comprehensive client planning and implementation efforts, including onboarding, portfolio structuring, and execution of financial strategies in alignment with client goals and regulatory standards

Conducts in-depth investment reviews, providing ongoing portfolio analysis, performance evaluation, and tailored recommendations based on market trends and client objectives

Resolves complex service issues with professionalism and urgency, acting as a liaison between clients and internal operational teams to ensure timely and effective solutions

Maintains accurate and up-to-date client records and practice management data within CRM systems, ensuring compliance and operational efficiency

Independently manages and deepens relationships with existing investment clients through proactive outreach, value-added service delivery, and cross-selling of appropriate financial products

Participates in strategic initiatives and performs additional responsibilities as assigned by leadership to support the firm's growth and operational excellence

Qualification

FINRA Series 7FINRA Series 66Certified Financial PlanningExcelCRM softwareWordOutlookPowerPointOrder Processing Systems

Required

Bachelor's Degree (BA) from four-year college or university, or two to three years of related experience and/or training, or equivalent combination of education and experience

Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP)

Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software

Benefits

Employee medical: With SEIA and employee contributions

Employee dental, vision and life insurance: Fully paid by SEIA

Dependent medical, dental and vision: Employee paid options

Paid Time Off (PTO)

Holiday Pay

Volunteer Pay

401k with generous match and immediate full vesting

Employee Assistance Program (EAP) and discounts

Onsite gym access

Paid parking by SEIA

Reserved parking, valet, onsite car wash service and dry cleaning at employee cost

Snacks and drink options daily, occasional meal catering

Opportunity to work and grow with a collaborative and entrepreneurial team

Company

Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations.

Founded in 1997

Los Angeles, California, USA

201-500 employees