Job Description
Join our elite financial advisory team in Irvine, CA and start your high-impact career tomorrow! We're seeking driven professionals to help clients build lasting wealth through personalized financial strategies. Enjoy a collaborative culture with uncapped earning potential, comprehensive benefits, and industry-leading training. Located in Irvine's thriving business district, you'll serve affluent clients in Orange County's dynamic market.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through trust-based consultative selling
- Analyze market trends to optimize investment portfolios
- Drive business development through networking and referrals
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors on wealth management best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- FINRA Series 7 and 66/63/65 licenses (or ability to obtain immediately)
- 3+ years of financial services/advisory experience
- Proven track record of meeting sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities and market knowledge
- CFP designation preferred