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Financial Advisor

Employer
Fischer Investment Strategies
Location
Los Angeles and surrounding areas, Ventura County and surrounding areas
Salary
Draw w/Commission Structure
Closing date
Oct 12, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

We are seeking a Wealth Advisor for our wealth management firm located in Westlake Village, California.  This is a professional position that will report directly to the Director of Business Development.  We are looking for candidates who have the capability and are comfortable in marketing and providing financial advice.  Although not necessary, it would be ideal for this person to already have existing client relationships or a book of business.  This candidate will also have the flexibility of working from their home.

  • Opportunity to keep your clients and build your book of business.
  • Reputation and Trustworthy name
  • Excellent Business platform - very stable, tried and true (Orion)
  • DFA funds - Most advisors can’t get access to these funds.
  • Account management of Trading, rebalancing, tax loss harvesting per IPS
  • Low cost trading fees
  • Reports for Trading, Account Mgmt, Billing, etc
  • Equity and Fixed Income Analyzes, Research, and PowerPoint Presentations
  • F/T administrative support - for all paperwork
  • Right Capital Financial Planning program
  • Redtail CRM system
  • Free email, telephone, scan, fax support
  • Training with all applications, paperwork, systems, compliance, and procedures
  • Retirement Plan platforms
  • Choice of operating as 3(38) or 3(21) Fiduciary
  • Website exposure
  • Company has membership to NAPFA, FPA, and CFP® organizations
  • Legal and Compliance
  • Access and fee billable to most non-custodial accounts such as private 401k plans, public 403b plans, non-qualified plans, and most 529 plans.
  • Access to hundreds of studies and academic research of many respected authors and publishers, including DFA. 

Potential Candidate Value

Provide increased revenue, awareness, visibility, and goodwill.  Depending upon the size of your book, I will split your fee income.  Basically, FIS will act as your Back Office, Portfolio Manager, and Chief Compliance Officer.  Assistance in complex financial planning cases….insurance, tax, and estate planning

 

 

Company

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