Job Description
Join WealthVision Partners as a Financial Advisor in Irvine, CA, where we equip you with industry-leading tools to build your dream career. We provide all necessary equipment – from advanced CRM software to portfolio analytics platforms – so you can focus on client success. Our collaborative culture emphasizes continuous growth with mentorship programs, quarterly workshops, and unlimited CE credits. Enjoy a modern office in Irvine's business district with flexible work arrangements. We offer competitive commission structures, health benefits, and a 401(k) match. Seize this opportunity to transform lives through financial planning while building your personal brand within our established network.
Responsibilities
- Develop personalized financial plans using our provided digital planning tools
- Build and maintain a high-net-worth client portfolio through strategic outreach
- Leverage our CRM platform for client relationship management and pipeline tracking
- Conduct portfolio reviews using our proprietary analytics dashboard
- Stay compliant with FINRA regulations using our compliance monitoring system
- Participate in quarterly strategy sessions with our advisory board
- Mentor junior advisors using our structured training framework
Qualifications
- Series 7 and 66/65 licenses required
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial advisory experience with high-net-worth clients
- Proficiency with financial planning software (we provide full training)
- Track record of meeting or exceeding sales targets
- Strong presentation skills using our provided presentation tools
- Certified Financial Planner (CFP) designation preferred
- Excellent communication in English and Spanish (bilingual a plus)