Hermosa Wealth Management
Company Description
Hermosa Wealth Management, headquartered in Hermosa Beach, CA is a Registered Investment Advisory firm that caters to affluent and high net worth investors. The firm provides services in wealth management, asset management, financial planning, and municipal bond investment strategy.
Role Description This is a full-time hybrid role for a fiduciary Financial Advisor, located in Hermosa Beach, CA with some flexibility for remote work. The Financial Advisor will be responsible for providing investment management, comprehensive financial planning services, and wealth management services. The Financial Advisor will work closely with clients to understand their financial goals and provide tailored strategies to achieve those goals.
While proximity to Hermosa Beach is preferred, we are open to candidates from other cities or states if the fit is right.
Candidate Stages
Advisors Just Starting Out – motivated individuals ready to build their practice with our support, training, and resources.
Advisors with an Existing Book of Business – experienced professionals seeking a flexible, independent platform to serve clients without the constraints of a traditional firm.
Qualifications
Active Series 65 or Series 7/66 license (required).
Clean U4 record (required).
Bachelor's Degree.
Entrepreneurial mindset and strong self-discipline.
Excellent communication and relationship-building skills.
Desire to either build a book of business or bring an existing client base.
What We Offer
Independence and flexibility to grow your practice your way.
Attractive payout structure with no cap on earnings.
Supportive infrastructure: compliance, back-office, and operational assistance.
Access to investment platforms, tools, and resources to serve clients effectively.
A collaborative network of professionals to share best practices.
How to Apply Apply directly via LinkedIn or send your resume to hello@hermosawealth.com
Note: This is a 1099 contractor role (not a W-2 employee).
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Role Description This is a full-time hybrid role for a fiduciary Financial Advisor, located in Hermosa Beach, CA with some flexibility for remote work. The Financial Advisor will be responsible for providing investment management, comprehensive financial planning services, and wealth management services. The Financial Advisor will work closely with clients to understand their financial goals and provide tailored strategies to achieve those goals.
While proximity to Hermosa Beach is preferred, we are open to candidates from other cities or states if the fit is right.
Candidate Stages
Advisors Just Starting Out – motivated individuals ready to build their practice with our support, training, and resources.
Advisors with an Existing Book of Business – experienced professionals seeking a flexible, independent platform to serve clients without the constraints of a traditional firm.
Qualifications
Active Series 65 or Series 7/66 license (required).
Clean U4 record (required).
Bachelor's Degree.
Entrepreneurial mindset and strong self-discipline.
Excellent communication and relationship-building skills.
Desire to either build a book of business or bring an existing client base.
What We Offer
Independence and flexibility to grow your practice your way.
Attractive payout structure with no cap on earnings.
Supportive infrastructure: compliance, back-office, and operational assistance.
Access to investment platforms, tools, and resources to serve clients effectively.
A collaborative network of professionals to share best practices.
How to Apply Apply directly via LinkedIn or send your resume to hello@hermosawealth.com
Note: This is a 1099 contractor role (not a W-2 employee).
#J-18808-Ljbffr