Financial Advisor TenTek, Inc. Leading Financial Services & IT Staffing & Recruiting

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.

Founded in 2002, our client is a fast‑growing, independent, fee‑only Registered Investment Advisor (RIA) headquartered in 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.

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

• Unbiased fiduciary advice from trusted professionals
• Personalized financial planning and investment guidance from a team of CFP® and CFA® professionals
• Seamless access to their accounts and reports through modern digital tools
• Friendly, responsive service from a warm and capable support team

• Minimum 5 years of experience in a client‑facing financial advisor role
• A portable book of business of at least $20 million in AUM
• Clean compliance record
• Proven track record of developing and managing client relationships
• Strong communication and interpersonal skills
• Series 65, CFP®, or CFA® preferred (we can support licensing if needed)
• Based in or near Los Angeles/Encino area and available for hybrid work

• Looking for an independent, fiduciary firm where you retain ownership of your clients
• Ready to offload operational tasks and focus on growing your business
• Excited to collaborate with an experienced, supportive team
• Interested in offering a better client experience with modern tools and expert guidance