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Financial Advisor

Company: LFS Asset Management
Location: Danville
Posted on: June 6, 2021

Job Description:

Job Description A well-established independent RIA firm seeking an experienced advisor to join our firm at the East Bay location. Our other location is Burlingame, CA. For the right candidate, this is a real opportunity to join an entrepreneurial and growing RIA firm. Firm provides plug-n-play systems in place for client acquisition, client retention, and client servicing. Furthermore, the firm provides ongoing technical and marketing training, helps with administrative and back office support, If you have the drive, we will help you build your practice. Our firm is also a professional accountancy corporation registered with the California State Board of Accountancy, providing add-on tax and estate planning services to our financial clients. This is a major attraction to clients. To meet licensing requirements, you must possess the following licenses: Series 65, or Series 7, 66, and 63, with at least five years of client servicing and acquisition experience. CFP a plus but not required. Company Description We are a registered investment advisory (RIA) and professional accountancy (CPA) corporation. We use a holistic approach to help clients with their finances. We primarily work with clients at or near retirement, as well as recently widowed and divorced clients. The firm places extra emphasis on creating positive client experience through financial education and communications. We enjoy high client loyalty and continues to be in a growth mode. Moreover, this position can lead to equity share opportunity for the right candidate.

Keywords: LFS Asset Management, Danville , Financial Advisor, Other , Danville, California

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