Associate Advisor -Newport Beach& CA

This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more supportive, scalable environment. We are an independently owned firm built on the belief that financial advice should be personal. We take a holistic, relationship‑first approach, delivering financial planning, investment management, business planning, and insurance solutions under one roof, supported by deep in‑house expertise. As a Financial Advisor, you will: Build and manage long‑term client relationships through personalized financial guidance Deliver comprehensive financial planning and investment strategies and other support aligned to client goals Grow and manage your advisory practice, acting as a business owner, with the support and backing of a local firm and a large broker dealer What we Offer Comprehensive onboarding- no “read the book” approach, including: Formal training program structured for those earlier in their career with financing designed to help build and sustain a practice OR Competitive broker‑dealer transition assistance for those with an established practice including business review and valuation, along with a dedicated coach to guide you through every step of your move State‑of‑the‑art technology and systems to support long‑term independence Robust support across compliance, marketing, and new business processing Dedicated support staff so you can focus on clients Practice growth and sophistication, with access to CFP®, CPA, JD, CFA® specialists to deepen your planning capabilities Affiliation with one of the largest broker‑dealers in the industry, providing access to extensive home‑office resources, advanced training, technology, compliance support, and practice management expertise Succession planning, so you’re building toward a meaningful future Required Qualifications 1+ years of experience in financial services One or more of the following FINRA Registrations: Series 6, Series 7, Series 63, Series 65, Series 66 State life and health insurance license (or ability to obtain) The right platform can change the trajectory of your career. #J-18808-Ljbffr RK Partners