Financial Advisor

2 days ago Be among the first 25 applicants

At LA Pension Planners, we specialize in helping individuals and businesses secure their financial future through expert retirement planning and investment solutions. Our firm is built on a foundation of integrity, expertise, and a client-first approach, ensuring that every advisor has the resources and flexibility needed to thrive.

We offer an ideal opportunity for financial professionals looking for more independence while still benefiting from a collaborative and supportive environment. Our model allows advisors to focus on growing their business without the limitations of a corporate structure—giving them autonomy while providing access to industry-leading resources, compliance support, and a network of experienced professionals.

If you’re looking for a career where you have the freedom to manage your clients the way you see fit while benefiting from an established infrastructure, LA Pension Planners is the perfect place for you.

About the Role

As a Financial Advisor at LA Pension Planners, you will provide comprehensive financial advice and tailor investment strategies to help clients achieve their retirement and wealth management goals. This role is well-suited for financial professionals seeking the independence of running their own practice with the support of a firm that provides guidance, back-office operations, and a steady pipeline of leads.

Key Responsibilities

• Build and maintain long-term client relationships by providing personalized financial planning and investment strategies.
• Assess clients’ financial goals and risk tolerance to develop customized plans utilizing stocks, bonds, mutual funds, annuities, and other financial solutions.
• Ensure compliance with all regulatory requirements and industry best practices.
• Stay up to date on industry trends, financial markets, and investment strategies.
• Leverage firm-provided leads to help grow your book of business while also utilizing referrals and professional networks.
• Develop and execute marketing and networking strategies to expand your client base and strengthen relationships within your community.

Why LA Pension Planners?

• Independence with Support – The freedom to manage your clients the way you want, with access to an experienced team, compliance oversight, and back-office resources.
• No Corporate Restrictions – Unlike large wirehouses, we don’t impose sales quotas or push proprietary products, allowing you to act in the best interest of your clients.
• Lead Generation & Growth – We provide a pipeline of high-quality leads, so you can focus on advising clients rather than prospecting from scratch.
• Competitive Compensation – Attractive earnings potential with performance-based incentives.
• Collaboration & Mentorship – Work alongside experienced professionals who are invested in your success.
• Client-Centered Approach – A firm that prioritizes ethical financial planning and long-term client success over short-term sales.

Qualifications & Requirements

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If you have either a 63 or 65, an offer can be extended with the condition of passing the missing exam within 60 days.
• At least one year of experience in the investment industry, including investment training and knowledge of financial products.
• At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
• Strong interpersonal and relationship-building skills.
• Ability to thrive in a fast-paced environment while maintaining high attention to detail.
• Excellent verbal and written communication skills, with confidence in engaging clients at all financial levels.
• Strong organizational and time management skills.
• Commitment to continuous learning and professional development.

Preferred Qualifications

• At least three years of experience in financial services and/or sales with a track record of exceeding goals.
• Additional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses or willingness to obtain them.
• Strong technical skills and the ability to multitask effectively.

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