Financial Advisor

Financial Advisor
�� Torrance, California
�� $110,000 Base Salary
�� Full-Time | On-Site | 9:00 am-5:00 pm
RI Talent is partnering with a well-established CPA and advisory practice in the South Bay area to appoint an experienced Financial Advisor to join their growing wealth management division.
This is a rare opportunity to step into an existing book of warm client relationships within a highly reputable, tax-led advisory firm — with no cold calling or prospecting required.
The Opportunity
Our client has built long-standing relationships over more than two decades, providing tax preparation, strategic planning, accounting, and wealth advisory services to individuals and businesses.
As part of their continued expansion, they are seeking a dedicated Financial Advisor to manage and grow an established portfolio of clients in a structured, collaborative office environment.
If you enjoy advising clients and managing portfolios — but would prefer not to focus on business development — this role offers stability, balance, and genuine long-term growth potential.
Key Responsibilities Client Relationship Management

• Manage and strengthen relationships with an existing client portfolio
• Assess financial goals, risk tolerance, and investment objectives
• Deliver ongoing, proactive advisory support

Portfolio Management

• Review and analyse diversified portfolios (equities, fixed income, annuities)
• Execute trades and rebalance accounts where required
• Monitor performance and adjust strategies accordingly

Advisory & Guidance

• Provide personalised investment recommendations aligned with clients’ best interests
• Clearly communicate financial strategies to a varied client base

Compliance & Documentation

• Maintain accurate records and ensure regulatory compliance
• Uphold industry best practices across all advisory activities

Candidate Profile

• Proven experience managing investment clients and diversified portfolios
• Strong working knowledge of fixed, variable, and indexed annuities
• Solid understanding of standard investment vehicles
• Excellent communication and client-facing skills
• Highly organised with a compliance-driven approach
• Comfortable working full-time on-site in a structured office environment

Why Consider This Role?
✔ Warm client base — no cold calling
✔ Stable 9:00 am-5:00 pm office hours
✔ Established and respected advisory environment
✔ Opportunity to help scale a growing wealth management offering
✔ Competitive base salary of $110,000
To discuss this opportunity confidentially, please contact:
Rebecca Strain
RI Talent
�� Call or WhatsApp: 0044 7799 584493