Wealth Advisor

Employer
Confidential
Location
Irvine, California
Posted
Jun 10, 2020
Closes
Jul 10, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced

We are a full service wealth manager and registered investment advisor and we are seeking an experienced Wealth Advisor for our Irvine, California team.  We are a fee-only firm and cater to the financial planning and investment needs of high net worth individuals. Our firm currently manages more than $7 billion of assets.

The Wealth Manager will support and implement our full service approach to working with clients from a holistic wealth management perspective. This person is the principal contact with and will manage, or assist in managing, client relationships.

The ideal candidate will have a comprehensive knowledge around wealth management practices and investment solutions. Our position requires a bright, hard-working, self-motivated, client-focused, personable, and professional individual.



Qualifications:

  • Bachelor’s degree in Business, Accounting or Finance
  • Certified Financial Planner (CFP) required
  • Strong financial planning background 

 Ideal Experience:

  • 5-10 years of wealth management experience
  • Deep knowledge of financial planning and estate planning
  • Commitment to excellent client service

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