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Vice President-Financial Advisor

3rd Delta
Los Angeles, CA Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 4/16/2025

Job Description

Job Description

Vice President-Financial Advisor at Confidence Wealth Management

About Confidence Wealth Management :

Confidence Wealth Management is a SEC registered investment advisor firm dedicated to providing intricate wealth solutions and strategies to high-net-worth clients. Our collaborative and purposeful team has a clear mission :  to help clients achieve transformational wealth and financial security.

About the Role :

As a Vice President-Financial Advisor at Confidence Wealth Management, you'll play a pivotal role in guiding families towards their financial goals. This unique opportunity allows you to focus on what you do best :  building strong client relationships and delivering exceptional financial guidance.

Your Impact :

  • Empower Financial Futures :  Utilize your expertise to help clients navigate complex financial landscapes and achieve their long-term objectives.
  • Cultivate Meaningful Relationships :  Develop deep connections with clients, understanding their unique financial aspirations and concerns.
  • Deliver Tailored Solutions :  Work closely with our team of experts to craft personalized financial strategies that align with each client's individual needs.

Our Commitment to Your Success :

  • Client-Focused Environment :  Our established infrastructure handles logistics, allowing you to dedicate your time to what matters most - your clients.
  • Collaborative Support :  Benefit from our team of financial experts who work behind the scenes to enhance your client offerings.
  • Professional Growth :  Access ongoing training and development opportunities to stay at the forefront of wealth management strategies.
  • Pre-Qualified Meetings :  You will receive meetings on your calendar from potential clients that expressed interest in meeting with a member of our team. This could be you if you are with us. Our team will set the meeting for you without any work on your part in that regard.

    • Ideal Candidate :

  • Passion for helping clients achieve their financial objectives.
  • Exceptional relationship-building and communication skills.
  • Ability to articulate complex financial concepts in an understandable manner.

    • Requirements :

  • Minimum 3 years of experience in financial services.
  • Series 65 OR Series 66 OR CFP OR CFA
  • Clean Regulatory Background
  • Live in Pacific or Mountain Time Zones and be present (on camera) from 9am-6pm PST

    • Benefits

  • Competitive base salary with uncapped commission potential.
  • Comprehensive benefits package including health, dental, vision, disability, life insurance, and 401k.
  • Clear path for career advancement within a dynamic and supportive firm.

    • Join Our Mission

    If you're a dedicated financial advisor passionate about making a real difference in clients' lives, we invite you to apply.

    Confidence Wealth Management LLC, an SEC registered investment adviser. Insurance products and services offered through Confidence Wealth & Insurance Solutions LLC. Confidence Wealth Management LLC (CWM) and Confidence Wealth & Insurance Solutions LLC (CWIS) are two separate affiliated companies.

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