Financial Advisor
Lenox AdvisorsHighlight
Summary
About the Role
About You
- Minimum 3 years of experience as a Financial Advisor, Wealth Advisor, or Financial Planner.
- California Life, Health & Accident license.
- Series 7 license.
- Series 65 or Series 66 license.
- Bachelor's Degree.
- Demonstrated ability to build and maintain long-term client relationships.
- Solid foundation in investments, insurance, retirement, and wealth accumulation.
- Applicable designations not required but a plus.
- Desire to grow income through leverage, collaboration, and advanced planning.
Benefits
- A proven support model that removes growth constraints and increases advisor productivity.
- Access to advanced planning strategies that differentiate you in competitive markets.
- Infrastructure that allows you to scale without adding unnecessary complexity and expense.
- Compensation designed to reward long-term, recurring revenue growth.
- A culture built for advisors who want to think bigger and operate at a higher level.
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think, and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”