Join the #1 Best Place to Work, Period. 

AdvicePeriod is a team of financial entrepreneurs with a successful history disrupting the financial services industry. Our team previously built one of the largest independent RIA’s in the country with over $10B in client assets, were ranked by Barron’s as the #1 advisor in the country, literally wrote the book on what really matters to wealth management clients, were named the #1 Best Place to Work in Los Angeles and one of Inc. magazines Best Workplaces for 2018.

We started AdvicePeriod in 2014 to be the advisory firm of the future and we’re always looking for new additions along the way. Join our award-winning team.

Advisor

WHAT YOU DO:

Our client base is growing rapidly and we are seeking to hire an Advisor who can quickly get up to speed on our advisory team. As an Advisor, you are responsible for the day-to-day contact with our clients. You work to ensure that all of our clients, their family, and their other advisors, are happy with AdvicePeriod. Core responsibilities include, servicing our relationships, supporting sales efforts, and proactively generating ideas to improve the client experience.

WHAT YOU BRING:

  • Bachelor’s degree with 7+ years of relevant experience in wealth management
  • CERTIFIED FINANCIAL PLANNER™or similar designation preferred
  • Proficient understanding of estate planning and investments
  • Organized, analytical, and detail oriented
  • Self-motivated and independent yet exhibits a team player attitude
  • Indomitable work ethic and the willingness to work additional hours as needed
  • Strong willingness to learn
  • Outstanding written and verbal communication skills
  • Ability to foster teamwork and motivate colleagues

WHAT WE OFFER:

  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • Professional development and a true meritocracy
  • Mentorship opportunities

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.