Financial Advisor

Financial Advisor

Empress Investment Group | Los Angeles, CA — Larchmont Office

Pay: $120,000–$175,000 annual base salary, plus commission and bonus opportunities. Compensation is dependent upon licensing, experience, and performance.

Job Type: Full-time
Work Location: In person
Schedule: Monday through Friday, within the firm’s regular business hours. Infrequent evening or weekend availability may be needed for client events or other business needs.

Build a Meaningful Advisory Career

Do you find purpose in helping clients feel more confident about their financial future? Do you enjoy listening to their stories, explaining their options, and helping them turn a financial plan into meaningful progress?

Empress Investment Group is seeking an experienced Wealth Advisor who brings both strong advisory skills and a passion for helping people. This opportunity combines direct client engagement, comprehensive financial planning, mentorship from experienced advisors, and a path toward greater responsibility and compensation.

A minimum of three years of experience regularly meeting with clients in a financial advisory capacity is required. We are looking for someone who can contribute their existing experience while learning Empress’ planning philosophy and approach to serving clients.

About Empress Investment Group

Empress Investment Group is a women-led financial planning and wealth management firm in Los Angeles. Our mission is to help women and families plan for their future, preserve wealth, and protect their legacy through personalized guidance and financial education.

We believe clients deserve to understand their financial decisions and feel confident about the direction they are taking. Our approach places their interests first and connects financial recommendations to their goals, values, and lives.

Led by founder Meagan Phelps, CFP®, whose professional achievements include recognition on Forbes’ wealth advisor and financial security professional rankings, our team is committed to building lasting relationships and delivering thoughtful planning, implementation, and ongoing support.

The Opportunity

You will work directly with clients and alongside experienced advisors to prepare financial plans, participate in meetings, present recommendations, and help clients follow through on their next steps.

Your initial responsibilities will reflect your experience and demonstrated capabilities. As you become proficient in Empress’ planning process, you will take increasing ownership of client relationships, lead meetings independently, and contribute to new client onboarding and the firm’s growth.

We provide training on our planning philosophy, client review process, and onboarding experience, along with ongoing mentorship and professional development.

What You Will Do

• Prepare and review financial plans, retirement projections, and meeting materials.
• Participate actively in client meetings, explain recommendations, and progressively assume responsibility for leading meetings.
• Help clients address retirement income, investment, insurance, and other wealth planning needs.
• Listen closely to clients’ goals and concerns and translate financial concepts into clear, practical guidance.
• Coordinate follow-up and implementation so recommendations lead to action.
• Build trusted relationships through proactive communication and dependable service.
• Collaborate with advisors, operations, and client service team members to deliver a consistent client experience.
• Maintain accurate, timely CRM notes, tasks, and client documentation.
• Participate in client events, educational workshops, and firm functions as needed.
• Continue developing your technical knowledge, professional judgment, and relationship management skills.

Required Qualifications

• At least three years of experience regularly meeting directly with clients in a financial advisory capacity, including discussing financial needs, explaining recommendations, and supporting ongoing relationships.
• Series 65 or Series 66 license.
• California Life & Health Insurance License.
• Bachelor’s degree.
• Strong interpersonal, communication, and presentation skills.
• Ability to explain financial concepts clearly and respond thoughtfully to client questions.
• Sound judgment, attention to detail, and consistent follow-through.
• Ability to manage competing priorities and collaborate effectively with a team.
• Commitment to putting clients’ interests first and building a long-term advisory career.
• Ability to work in person at our Larchmont office in Los Angeles.

Preferred Qualifications

• CFP® designation, progress toward certification, or interest in pursuing it.
• Experience using RightCapital or comparable financial planning software.
• Experience with retirement income planning, investment management, and insurance planning.
• Experience leading client review meetings and presenting financial planning recommendations.

Who Will Thrive Here

You enjoy helping people make informed decisions and feel comfortable guiding conversations about their financial lives. You listen with empathy, communicate with confidence, and take ownership of the work needed to support clients.

You welcome feedback, ask thoughtful questions, and want to keep developing your skills. You value collaboration and understand that excellent client service depends on preparation, accurate documentation, timely follow-up, and a team that works well together.

Most of all, you want your work to make a meaningful difference for the people you serve.

Compensation, Benefits, and Career Growth

• $120,000–$175,000 annual base salary, plus commission and bonus opportunities, dependent upon licensing, experience, and performance.
• Established client relationships and financial planning opportunities.
• Direct mentorship from experienced advisors and firm leadership.
• A path toward greater client responsibility and senior advisory opportunities based on demonstrated capability and performance.
• CFP® support, continuing education, and professional development assistance.
• 401(k) with employer match and profit sharing, plus a defined benefit plan.
• Health, dental, vision, and life insurance.
• Competitive paid time off package, including paid holidays, time off for your birthday, and opportunities to earn additional paid time off based on performance.
• Financial planning services.
• A collaborative team committed to client care and professional growth.

Apply

If you have at least three years of direct client advisory experience and are passionate about helping clients build clarity, confidence, and lasting financial security, we would love to hear from you.

Please submit your resume and a brief introduction via a cover letter describing your experience meeting with clients, why you enjoy advisory work, and what draws you to Empress Investment Group.

Pay: $120,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• How many years of experience do you have regularly meeting directly with clients to discuss their financial needs and recommendations?

Experience:

• Financial planning: 3 years (Required)

License/Certification:

• Series 65 or Series 66 (Required)
• CFP (Preferred)

Work Location: In person