Associate Wealth Advisor

Are you a seasoned financial professional who thrives on building client relationships and delivering meaningful advice? Join Navalign Wealth Partners
, a fiduciary
fee-only RIA founded in 2002
, serving clients in 30+ states.

What You’ll Do

• Partner with lead advisors to deliver personalized wealth management and planning.
• Build trusted, long-term client relationships with clients we assign to you — no business development or prospecting required.
• Contribute to financial plans, portfolio management, and client review meetings.
• Grow your expertise in a collaborative, team-focused environment.

What We Offer

• Competitive salary + bonus, 401(k) match, and profit sharing
• Career growth with mentorship from senior advisors
• A supportive, team-driven culture with advanced technology tools

What We’re Looking For

• 10+ years in client-facing financial services (sales or sales support)
• Series 65, CFP and/or CFA
• In-office 3+ days/week (Encino, CA)
• Strong integrity, clean compliance record, and client-first mindset

At Navalign, you’ll have the chance to deepen your career,
serve an established client base
, and grow with a forward-thinking team — without the pressure of prospecting.

Apply today to join a firm that values collaboration, innovation, and excellence.

Base pay range: $80,000.00/yr - $/yr

Additional compensation types:
Annual Bonus

Mid-Senior level

Full-time

Finance and Sales

Financial Services and Investment Management

Medical insurance, Vision insurance, 401(k)