This Wealth Advisor Position Features:
• Opportunity For Growth
• Incredible Benefits
• Supportive Environment
• Great Pay to $90K plus a generous bonus structure

Immediate need for a Wealth Advisor looking for the next step in their career. This position will be responsible for helping clients meet their financial goals, primarily through providing financial counseling, and establishing good financial behavior and habits.

Duties:

-Meets with members to assess financial needs and develop sound recommendations to help members achieve their financial goals.

-Service investment advisory accounts
-Develops and executes business plans for increasing sales and service levels,
-Conduct periodic outbound calls to new and potential clients as assigned by the AVP
-Generate client prospects by attending local events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals

Requirements:
-At least one year of financial or wealth advisor experience
-CA Life, Accident and Health
-FINRA SIE (Securities Industry Essentials)
-FINRA Series 7
-FINRA Series 66 OR Series 63 AND Series 65

This is an incredible organization which offers a supportive environment, room for further growth and a generous bonus structure in addition to incredible benefits. If this sounds like a good fit for your skill set and career ambitions, apply for this golden opportunity today!








Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.