Career Opportunities
Senior Personal Financial Planner - Write personal financial plans, conduct financial planning seminars, meet face to face with our clients to discuss financial planning topics, etc.. Experience: 5- 10 years of experience; CFP, Series 7, CA Life Insurance license required; JD, CPA and/or EA preferred. Education: Bachelor's degree in Engineering, Economics, Psychology, Sociology, Education, Anthroplogy, Journalism, Personal Financial Planning, Finance, Accounting or related field required; Masters degree in Taxation, Economics, Personal Financial Planning or JD preferred. Compensation: Salary plus bonus and company benefits. Investment Advisor - Manage client portfolios, place equity and bond trades, research stocks and bonds. Knowledge of alternative investments or willingness to learn is preferred. Experience: 5 - 10 years of experience; CFP, Series 7, CA Life Insurance license required; CFA, CPA and/or Series 55 preferred. Education: Bachelor's degree in Engineering, Economics, Finance, Accounting or related field required. Master's degree in Economics, Finance, Taxation or MBA preferred. Compensation: Salary plus bonus and company benefits. Financial Advisor - Sale of life insurance, mutual funds, stocks, bonds and other financial products to individuals and businesses. Experience: 3 - 5 years of experience; Series 7 and CA Life Insurance license required; CFP, CFA, CPA, EA and/or CLU preferred. Education: High School Diploma required; Bachelor's degree preferred. Compensation: Salary plus commission and company benefits Independent Contractor, Financial Consultant - Sale of life insurance, mutual funds, stocks, bonds and other financial products to individuals and businesses. Experience: 1 -3 years of experience; Series 7 and CA Life Insurance license required. Education: High School Diploma required; Bachelor's degree preferred. Compensation: Commission Personal Financial Planner Assistant - Assist our personal financial planners and investment advisors in completing their professional duties to the company's clients. Experience: None. Series 7 and CA Life Insurance license acquired within 6 months of hire. Education: Bachelor's degree and enrolled in a CFP approved educational program or have completed the educational requirements to take the CFP exam required. Working toward CFP certification preferred. Compensaion: Hourly wage plus company benefits. Intern, College - Assist our office staff in managing the company's daily operations. Must be familiar with Microsoft Office Experience: None Educatioin: High School Diploma and must be a full-time student, in good standing, working toward a degree at a college or university required. Compensation: Hourly wage. Please fax resumes to Human Resources @ 310-793-0820 fax. No phone calls.
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