Financial Advisor

Job Description

Financial Advisor

Type: Full-time

Work location: Encino, CA

Schedule: 1-2 days/week onsite

We’re seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment.

Our client is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) located in Encino, CA, that provides fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach.

Our client is seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. You’ll maintain full ownership of your client relationships while gaining access to:

A Competitive Compensation Structure

Base salary + payout + growth-based bonuses

Comprehensive Back-Office Support

Paperwork, client onboarding, compliance, billing, operations

In-House Portfolio Management

Investment strategies implemented and monitored by our professional team

Modern, Integrated Technology Stack

Client portals, CRM, financial planning tools, and reporting

Hybrid Work Flexibility

Work from home or from our office in Encino (in-office 1–2 days per week)

Employee Benefits

100% employer-paid Medical, Dental, and Vision

401(k) with company match and profit sharing

Ongoing professional development opportunities

What Your Clients Will Experience:

Unbiased fiduciary advice from trusted professionals.

Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals.

Seamless access to their accounts and reports through modern digital tools.

Friendly, responsive service from a warm and capable support team.

What We’re Looking For:

Minimum 5 years of experience in a client-facing financial advisor role.

A portable book of business of at least $20 million in AUM.

Clean compliance record.

Proven track record of developing and managing client relationships.

Strong communication and interpersonal skills.

Series 65, CFP®, or CFA® preferred (we can support licensing if needed).

Based in or near Los Angeles/Encino area and available for hybrid work (1-2 days/week onsite).

This Role is Ideal If You’re:

Looking for an independent, fiduciary firm where you retain ownership of your clients.

Ready to offload operational tasks and focus on growing your business.

Excited to collaborate with an experienced, supportive team.

Interested in offering a better client experience with modern tools and expert guidance.Company Description

TenTek has been in business since 1989 and is recognized as a leading staffing provider of tech professionals to a growing client base.

Full-time

Hybrid remote