Your work enables the Lead Advisor to focus on strategic growth while you ensure seamless plan execution and a consistent, high-quality client experience.________________________________________Key Responsibilities:Financial Planning & Client Strategy• Collaborate with the Lead Advisor to independently design, update, and implement financial plans• Lead or co-lead client review meetings for your assigned segment• Prepare polished pre-meeting materials including financial projections, tax summaries, and investment updates• Provide timely post-meeting follow-up and support for both existing and prospective clients• Take an active Second-Chair Advisor role in a smaller segment of client meetingsClient Service Oversight• Supervise and mentor Client Service Associates using the EOS method• Ensure the timely and accurate implementation of planning and investment strategies• Maintain CRM task tracking and data integrity• Deliver professional service and respond to client inquiries within 24 hours• Track and manage follow-up items and planning opportunities• Identify gaps and proactively suggest planning or portfolio solutions• Maintain an organized and actionable pipeline of planning and sales opportunitiesTeam & Culture Engagement• Contribute to a positive, accuracy-driven office culture• Participate in internal meetings, strategy sessions, and training• Attend and support marketing, client, and educational events (minimum 4 per quarter)________________________________________Qualifications• CFP certification required or in active progress• Life insurance license required or willingness to obtain• 3–5 years in financial planning, wealth management, or client service within an RIA or advisory firm• Proficient in financial planning tools (eMoney, MoneyGuidePro), CRM systems (RedTail, Salesforce), and portfolio software• Exceptional communication, attention to detail, and high follow-through - we are seeking a true polished professional• Ability to manage responsibilities independently and meet deadlines consistently________________________________________Success in This Role Looks Like• Financial plans are delivered on time and followed up within 2 business days• Clients receive consistent, professional service with responses within 24 hours• 10+ new revenue-generating opportunities identified per quarter with 50%+ conversion• Uphold KPI of new revenue identified through client reviews each quarter• Manage ongoing revenue opportunities maintained in CRM pipeline• Hold timely and accurate client reviews with high client satisfaction and strategic insight• Active participation in client, marketing, or networking events each quarter• Positive contribution to firm culture, operations, and growth________________________________________Apply now to be part of a high-performing team that values precision, client service, and professional development. 2 weeks agoUniversal City, CA $50,000.00-$60,000.00 8 hours agoSanta Clarita, CA $48,000.00-$100,000.00 2 weeks agoMerrill Financial Solutions Advisor - Valley Coast Market Los Angeles, CA $75,000.00-$85,000.00 2 weeks agoFillmore, CA $45,000.00-$100,000.00 1 day agoMerrill Financial Solutions Advisor - Valley Coast Market Financial Solutions Advisor Registration Candidate- Tri Valley Market Santa Clarita, CA $26.00-$33.00 2 weeks agoFinancial Advisor - Santa Clarita Valley and Surrounding Areas Merrill Financial Solutions Advisor - Pasadena Central Valley Market Santa Clarita, CA $75,000.00-$85,000.00 2 hours agoFinancial Solutions Advisor Registration Candidate- Tri Valley Market Financial Solutions Advisor Registration Candidate- Tri Valley Market Santa Clarita, CA $28.00-$33.00 21 hours agoFinancial Solutions Advisor Registration Candidate- Tri Valley Market Santa Clarita, CA $28.00-$33.00 21 hours agoThousand Oaks, CA $45,000.00-$100,000.00 1 day agoFinancial Advisor - Ventura County Credit Union Northridge, CA $3,879.00-$7,488.00 2 weeks agoFinancial Solutions Advisor Registration Candidate- Tri Valley Market Financial Solutions Advisor- West Hills Market Financial Advisor - Ventura County Credit Union Financial Solutions Advisor Registration Candidate- West Hills Market Financial Solutions Advisor Registration Candidate- Tri Valley Market Los Angeles, CA $28.00-$33.00 21 hours agoFinancial Solutions Advisor Registration Candidate- West Hills Market We're unlocking community knowledge in a new way.