Financial Advisor

We’re seeking an experienced Financial Advisor  with a portable book of business ($20M+ AUM)  who is ready to grow within a high-touch, tech-enabled, and collaborative environment.

About Navalign Wealth Partners

Founded in 2002, Navalign Wealth Partners is a fast-growing, independent, fee-only Registered Investment Advisor (RIA) headquartered in Encino, California. We provide fiduciary financial planning and investment management to clients in over 30 states, leveraging modern technology and a deeply personalized approach.

Whether you're looking to enhance your value proposition as a fiduciary, streamline your operations, or focus more on client relationships and growth—we're here to help you succeed.

Why Join Navalign?

As a Financial Advisor at Navalign, you’ll maintain full ownership of your client relationships while gaining access to :

• A Competitive Compensation Structure
• o Base salary + payout + growth-based bonuses
• Comprehensive Back-Office Support
• o Paperwork, client onboarding, compliance, billing, operations
• In-House Portfolio Management
• o Investment strategies implemented and monitored by our professional team
• Modern, Integrated Technology Stack
• o Client portals, CRM, financial planning tools, and reporting
• Hybrid Work Flexibility
• o Work from home or from our office in Encino (in-office 1–2 days per week)
• Employee Benefits
• o 100% employer-paid Medical, Dental, and Vision
• o 401(k) with company match and profit sharing
• o Ongoing professional development opportunities

What Your Clients Will Experience :

What We’re Looking For :

This Role is Ideal If You’re :