Monarch Wealth Strategies
Wealth Advisor Associate (Los Angeles)
Monarch Wealth Strategies, Los Angeles, California, United States, 90079
Wealth Advisor Associate
Hollywood Office In-Person | Full-Time | Hollywood, CA 90028
Monarch Wealth Strategies is seeking a motivated and detail-oriented Wealth Advisor Associate to join our growing Hollywood office. This in-person role is ideal for someone who is passionate about financial planning, thrives in a collaborative environment, and is eager to build a long-term career in wealth management.
As a Wealth Advisor Associate, you will work closely with Lead Advisors to support the delivery of thoughtful, high-quality financial advice and exceptional client service. Youll gain hands-on experience across planning, analysis, and client engagement while developing the technical and professional skills needed to grow into a trusted advisor.
What youll do: Partner with senior advisors to prepare, implement, and maintain comprehensive financial plans Attend and support client meetings, ensuring thoughtful follow-through and execution Conduct financial analysis, modeling, and research using industry-leading planning tools Contribute to continuous improvements in planning processes and service delivery Maintain accurate CRM records and support compliance and documentation standards
Mentorship & Growth: This role offers direct mentorship under CERTIFIED FINANCIAL PLANNER (CFP) professionals with deep experience across comprehensive financial planning, investment strategy, and client relationship management. Youll gain hands-on exposure to real client work, thoughtful planning conversations, and best practices in advisory services, all while receiving ongoing guidance, feedback, and professional development support designed to help you grow into a confident, well-rounded Wealth Advisor.
Who you are: On the path to becoming a financial advisor (Series 65 or 66 required; CFP candidacy strongly preferred) Experienced in financial planning or technical paraplanning, or highly motivated to learn Analytical, detail-oriented, and comfortable with research and problem-solving A collaborative team player who is coachable and client-focused Passionate about helping clients achieve clarity, confidence, and long-term success
This is a growth-oriented opportunity for someone who wants to build a career in advisory services. We offer a collaborative culture, clear advancement potential, and the chance to be part of a high-integrity, client-first firm.
Apply today or message us directly to learn more about joining Monarch Wealth Strategies in Hollywood, 90028.
Hollywood Office In-Person | Full-Time | Hollywood, CA 90028
Monarch Wealth Strategies is seeking a motivated and detail-oriented Wealth Advisor Associate to join our growing Hollywood office. This in-person role is ideal for someone who is passionate about financial planning, thrives in a collaborative environment, and is eager to build a long-term career in wealth management.
As a Wealth Advisor Associate, you will work closely with Lead Advisors to support the delivery of thoughtful, high-quality financial advice and exceptional client service. Youll gain hands-on experience across planning, analysis, and client engagement while developing the technical and professional skills needed to grow into a trusted advisor.
What youll do: Partner with senior advisors to prepare, implement, and maintain comprehensive financial plans Attend and support client meetings, ensuring thoughtful follow-through and execution Conduct financial analysis, modeling, and research using industry-leading planning tools Contribute to continuous improvements in planning processes and service delivery Maintain accurate CRM records and support compliance and documentation standards
Mentorship & Growth: This role offers direct mentorship under CERTIFIED FINANCIAL PLANNER (CFP) professionals with deep experience across comprehensive financial planning, investment strategy, and client relationship management. Youll gain hands-on exposure to real client work, thoughtful planning conversations, and best practices in advisory services, all while receiving ongoing guidance, feedback, and professional development support designed to help you grow into a confident, well-rounded Wealth Advisor.
Who you are: On the path to becoming a financial advisor (Series 65 or 66 required; CFP candidacy strongly preferred) Experienced in financial planning or technical paraplanning, or highly motivated to learn Analytical, detail-oriented, and comfortable with research and problem-solving A collaborative team player who is coachable and client-focused Passionate about helping clients achieve clarity, confidence, and long-term success
This is a growth-oriented opportunity for someone who wants to build a career in advisory services. We offer a collaborative culture, clear advancement potential, and the chance to be part of a high-integrity, client-first firm.
Apply today or message us directly to learn more about joining Monarch Wealth Strategies in Hollywood, 90028.