Job Description
Join Wealth Legacy Partners as a Financial Advisor in Irvine's thriving financial district and transform lives through personalized wealth management. We're seeking ambitious professionals to build client portfolios, deliver strategic financial planning, and grow alongside Orange County's high-net-worth community. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that rewards excellence.
Responsibilities
- Develop comprehensive financial plans for 25-40 high-net-worth clients
- Execute investment strategies across equities, bonds, and alternative assets
- Drive new client acquisition through networking and referrals
- Monitor portfolio performance and adjust strategies quarterly
- Ensure compliance with FINRA regulations and firm policies
- Lead educational workshops on retirement planning and wealth preservation
- Utilize CRM software to track client relationships and metrics
Qualifications
- FINRA Series 7 and 65/66 certifications required
- 3+ years financial services experience with HNW clientele
- Bachelor's degree in Finance, Economics, or related field
- Proven track record of meeting sales targets
- Strong analytical skills and investment knowledge
- Exceptional communication and presentation abilities
- CFP designation preferred
- Valid California securities license