Client Relationship Advisor - Westlake Village, CA

Position: Client Relationship Advisor Firm: Premiere Wealth Advisors Location: Westlake Village, CA Overview: Premier Wealth Advisors, Inc. is a boutique private wealth management firm located in Westlake Village Hill, CA. We are seeking a motivated and driven Client Relationship Advisor to join our growing team! This Client Relationship Advisor will have the opportunity to meet one-on-one with company leads from seminars and workshops, as well as existing clients.

The ideal candidate is a personable, energetic, and client-focused professional who enjoys meeting new people, building lasting relationships, and creating exceptional client experiences. They are proactive in following through on opportunities, comfortable engaging with clients in one-on-one and group settings, and passionate about helping others achieve their financial goals while always putting clients first.

What you’ll do: Make active outbound calls to set appointments with prospects and existing clients Prepare, present, and implement customized financial plans Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Attend and conduct seminars and workshops to educate current and prospective clients Maintain compliance with laws, regulations, and company policies Assist main advisor with meeting individual and team goals What We’re Looking For: High School Diploma 1+ years working in the financial industry preferred Series 65, insurance license required or willing to obtain within 3 months of employment Good-natured, compassionate, positive attitude while always maintaining professionalism Strong analytical, organizational, and communication skills Willingness to speak publicly and lead seminars and workshops Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Self-starter who takes initiative and works well independently Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters What You’ll Get: Pay & Perks: Starting base salary ranges from $60k - $70k, commensurate with experience.

Additional bonuses and commissions are available, based on performance and business results. Health insurance (partial contribution) Dental insurance Simple Retirement Plan with employer match PTO Employer paid incentive trips if firm goals are met Many other incentive based bonuses throughout the year Schedule: In office: Monday – Friday, 8:30am – 5:30pm Some evenings required each month for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.

We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com