Financial Advisor / Wealth Manager

Employer
BFSG, LLC
Location
Irvine, California
Salary
$80,000 - $125,000/yr. + sales incentives + benefits
Posted
Jan 25, 2021
Closes
Feb 24, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Full-time position in Irvine, CA for financial adviser/wealth manager with 5+ years’ experience preparing and presenting financial plans to wealth management clients and managing client’s portfolios. We are a fee-only registered investment advisor striving to act only in the best interest of our clients – as fiduciaries.

Financial Planning: work independently to develop, present and monitor customized financial plans, as well as partner with other team members, frequently taking the lead on client matters.

  • Offer clients an educational/consultative approach
  • Desirable: CERTIFIED FINANCIAL PLANNER ™ professional

Portfolio Management: invest and rebalance assets to meet the client’s goals/objectives and participate in meetings with clients.

  • Ad Hoc analysis and research
  • Cultivating client relationships
  • 5+ years in similar client facing role
  • Desirable: experience with eMoney Advisor, Tamarac, Salesforce, Microsoft Office
  • Bachelor’s Degree
  • Series 65 required (or ability to obtain within 3 months of assuming position)

 

  • Exceptional investment acumen and knowledge of broader planning topics
  • Be an active part of a collaborative team and share best practices
  • Clear and well thought out written communications
  • Detail-oriented and follow-up consistently and promptly
  • Comfortable speaking occasionally in workshop type setting
  • Opportunity to work closely with Senior advisers to learn and grow

 

 

Personality Fit

  • High integrity
  • Team player as well the ability to work independently
  • Strong work ethic
  • Resourceful
  • Giving and gracious