About the job Associate

Wealth Advisor | Navalign Wealth Partners 📍 Encino, CA | 💵 $80,000–$120,000 + Bonus Are you a seasoned financial professional who thrives on building client relationships and delivering meaningful advice? Join Navalign Wealth Partners, a fiduciary fee-only RIA founded in 2002, serving clients in 30+ states.

What You’ll Do

Partner with lead advisors to deliver personalized wealth management and planning.

Build trusted, long-term client relationships with clients we assign to you — no business development or prospecting required.

Contribute to financial plans, portfolio management, and client review meetings.

Grow your expertise in a collaborative, team-focused environment.

What We Offer

💰 Competitive salary + bonus, 401(k) match, and profit sharing

🏥 100% paid medical, dental, vision, and parking

📈 Career growth with mentorship from senior advisors

🤝 A supportive, team-driven culture with advanced technology tools

What We’re Looking For

10+ years in client-facing financial services (sales or sales support)

Series 65, CFP® and/or CFA

In-office 3+ days/week (Encino, CA)

Strong integrity and client-first mindset

At Navalign, you’ll have the chance to deepen your career, serve an established client base, and grow with a forward-thinking team — without the pressure of prospecting. 👉 Apply today to join a firm that values collaboration, innovation, and excellence.

Navalign Wealth Partners

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