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Lenox Advisors · 1 day ago

Financial Advisor Los Angeles (Associate Level)

Los Angeles, CA

Full-time

Onsite

New Grad, Entry Level

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. They are seeking an Associate Financial Advisor who will be responsible for developing new client opportunities across the wealth management spectrum and maintaining strong client relationships.

BankingConsultingCrowdfundingFinancial ServicesInsurance

Culture & Values

Hiring Manager

Irvin Hu

Responsibilities

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations

Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales

Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends

Network regularly with existing clients and referrals to build relationships and gain referral business

Be your clients’ main point of contact and accountable for responding to their questions and concerns

Be part of a broader team all working together to build client loyalty through a 'one team' approach

Qualification

SalesRelationship managementClient serviceCommunication skillsInterpersonal skillsMotivationTeamworkWillingness to learnBachelor's degreeState Variable Life & Health LicenseFINRA licensingResults-driven

Required

The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours – trust, teamwork, and accountability

Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs

A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals

Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand

You're results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer

Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66