Client Advisor with Athletic Background

Overview

This role is for a Financial Advisor position with a supportive local team. The opportunity is well-suited for candidates who bring a sports background or competitive, team-oriented mindset.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Requirements

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Willingness to obtain needed licenses; support provided.

Preferred Qualifications

• Bachelor’s Degree (preferred)

Candidate Characteristics

• Take ownership and responsibility.
• Strong communicators who enjoy helping others make confident decisions.
• Team-oriented, driven, and growth-minded.
• Service-focused with integrity and professionalism.

Compensation & Benefits

Performance-based compensation with uncapped earning potential:

• Average vs Top 25%
• Year 1 | $76,000 - $193,000
• Year 3 | $103,000 - $202,000
• Year 5 | $139,000 - $289,000
• Year 10 | $234,000 - $490,000
• Year 15 | $341,000 - $790,000

Benefits and perks include:

• Retirement plan
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• Ongoing professional development
• Company parties
• Opportunity for advancement
• Training & development
• Flexible schedule

Location

• 1230 Rosecrans Ave, Suite 100, Manhattan Beach, CA 90266
• Flexible work from home options available.