Financial Advisor
: Job Details :

Financial Advisor

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team!

This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING!

Minimum Requirements:

• Bachelor's degree preferred
• 3-5 years of financial service experience required
• Series 65 and Life and Health required
• Strong organizational, prioritization, interpersonal and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite
• Experience with CRM preferred

This position requires you possess the following skills:

• Strong relationship-building and communication abilities
• Expertise in financial planning and strategy development
• Commitment to following structured processes and ensuring compliance
• Excellent organizational and time management skills
• Strong Initiative
• Proficiency with financial tools and CRM systems

Responsibilities:

• Engage with warm leads provided by our marketing efforts, establishing trust and credibility
• Conduct financial consultations to assess client needs, goals, and objectives
• Develop and present customized financial plans, ensuring alignment with client priorities
• Follow a consistent advising process to ensure compliance, accuracy, and efficiency
• Maintain ongoing client relationships through regular communication and portfolio reviews
• Stay updated on financial products, market trends, and regulatory changes
• Collaborate with internal teams to enhance the overall client experience

Compensation:

• For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees

Benefits:

• 401k after 1 year
• Medical, Dental, Vision - after 90 days
• PTO

Hours:

• Monday-Friday, 8:30am-5:30pm or 9am – 6pm
• In office days are Tuesday-Thursday, Monday and Friday are remote

Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!