We're Hiring! Quality Financial Advisors Needed!

My Portfolio Guide, LLC - Financial Advisor Training Program

We are a fee-only Registered Investment Advisor based in Seal Beach, CA and serve clients nationwide. We're looking for quality individuals who want to help clients achieve their financial goals under the most ethical and cost effective platform in the industry. We have positions available for someone who wants to learn the business and even gradually build their own practice from scratch all the way to the seasoned financial advisor who has an existing book of business but wants to be truly independent and service their clients.

Here’s what we’re looking for:

• Ethical professional passionate in helping others
• Motivated and driven
• Bachelor’s degree with a life-long learner mindset
• Solid presentation and organization skills

Here’s what you get:

• Build your practice not someone else’s
• Work for your clients and not for a firm
• Unlimited earnings potential beating any industry compensation grid
• True independence and flexibility
• Compliance, technology, and marketing support
• Training plan and professional advancement
• Opportunity for firm equity
• Profit sharing and retirement plan
• Senior Advisor (annual paid vacation to Maui for two)
• Path to Partnership

Position
AUM (assets under management)
Compensation Range

Benefits

Junior Advisor
$0-$10 million
$0 to $65k
Licensing, Training, company laptop, iPad
Advisor
$10-$25 million
$65k to $187k
CFP Certification
Senior Advisor
$25-$50 million
$187k to $425k
Personal Assistant
Partner
$50-$100 million +
$425k + Equity
Ownership
“Choose a job you love, and you will never have to work a day in your life” – Confucius
Interested candidates should call (562) 799-5595 or email at info@myportfolioguide.com