Associate Advisor -- Investment and Wealth Management -- Pasadena Office

Name:
Fritz Miller; [email protected]

Description:
SEIA, LLC is a Registered Investment Advisory firm (RIA) headquartered in Century City with offices in Pasadena, Newport Beach, Redondo Beach and Tyson's Corner, VA. We provide an extraordinarily high level of investment and wealth management services to a large and affluent group of clients. We are seeking an Associate Advisor to join our Pasadena team. Responsibilities: * Learn to independently interact, service and grow existing client relationships * Quarterback some of the financial planning discovery and implementation * Respond to servicing matters * Conduct planning and portfolio reviews * Learn the key aspects of our portfolio management process and assist in the process Qualifications: * 2 to 5 years of experience in an investment, financial planning or wealth management firm * Exceptional organization and follow through skills -- both phone and email, CRM * Series 6 and 63....and Series 7 (preferred) licenses * Some experience with planning software (eMoney or similar) * Commitment to professional development such as the CFP We offer a competitive salary structure with bonuses. And for the right candidate, a very structured career path leading a role as an independent Financial Advisor. Please respond via email to: [email protected] SEIA, LLC 155 N. Lake Ave. #780 Pasadena, CA 91101