Job Description
Join our elite team of financial advisors in Irvine, CA and launch your career in wealth management immediately. We're seeking motivated professionals to serve high-net-worth clients in Orange County's thriving business hub. Enjoy uncapped earning potential, comprehensive training, and a supportive environment designed for top performers. Immediate start date available for qualified candidates.
Responsibilities
- Develop personalized financial plans and investment strategies for affluent clients
- Build and maintain strong client relationships through regular portfolio reviews
- Exceed sales targets while adhering to FINRA and SEC regulations
- Conduct market research to identify emerging investment opportunities
- Collaborate with legal and tax professionals for comprehensive client solutions
- Utilize CRM systems to track client interactions and pipeline management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain immediately)
- 3+ years experience in financial services or wealth management
- Proven track record of meeting sales targets
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Valid CA Life & Health Insurance license