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Financial Advisor / Wealth Manager

Irvine, California
$100,000 - $150,000/yr. + sales incentives + benefits
Closing date
Feb 14, 2022

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
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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 acting 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
  • Cultivating client relationships
  • Comfortable speaking in workshop type setting
  • 5+ years experience in financial planning with some sales experience
  • Required: Bachelor’s Degree
  • Required: Series 65 required (waived if Certified Financial Planner)
  • Desirable: CERTIFIED FINANCIAL PLANNER ™ professional
  • Desirable: experience with eMoney Advisor, Right Capital, Tamarac, Practifi (Salesforce), Microsoft Office, Hubspot

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

  • Strong investment acumen and knowledge of broader planning topics
  • Ad Hoc analysis and research

Personality Fit

  • High integrity
  • Team player 
  • Strong work ethic
  • Strong organization skills
  • Detail-oriented with consistent and prompt follow-up
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