Job Description
Join our elite financial advisory team in Irvine and transform lives through strategic wealth management. We're seeking a motivated Financial Advisor to serve high-net-worth clients in Orange County's thriving business hub. Enjoy uncapped earning potential, comprehensive training, and a culture of innovation in one of America's most affluent communities.
Responsibilities
- Develop personalized financial plans for clients including investment strategies, retirement planning, and risk management
- Build and maintain relationships with high-net-worth individuals and business owners
- Conduct market research and provide actionable insights on economic trends
- Collaborate with legal and tax professionals for comprehensive client solutions
- Meet/exceed quarterly sales targets through proactive client acquisition
- Utilize CRM systems to track client portfolios and opportunities
- Participate in ongoing professional development to maintain CFP certification
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65/66 and current state insurance licenses required
- Minimum 3 years of financial advisory experience with proven track record
- Strong knowledge of investment vehicles, tax planning, and estate planning
- Exceptional communication skills with ability to explain complex concepts
- Proven ability to develop and maintain client relationships
- CFP designation preferred but not required