Job Description
Join our elite financial advisory team in Irvine, CA! We're seeking a dynamic Financial Advisor to help clients achieve wealth goals with immediate start. Enjoy competitive compensation, comprehensive training, and a collaborative environment designed for success.
Why Wealth Growth Partners? We offer uncapped commission potential, industry-leading benefits, and cutting-edge technology to empower your growth. As an immediate hire opportunity, you'll bypass traditional hiring timelines and start building your client portfolio immediately.
What We Offer: Medical/dental/vision insurance, 401(k) matching, paid time off, professional development stipends, and access to premium financial planning tools.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client relationships through trust-based consultations
- Analyze market trends to recommend optimal investment strategies
- Exceed quarterly sales targets for new client acquisition
- Stay current on SEC/FINRA regulations and compliance standards
- Leverage CRM systems to track client portfolios and performance
- Collaborate with internal teams for integrated financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or 7/66 license (required)
- 3+ years in financial services/advisory role
- Proven track record of meeting sales targets
- Advanced knowledge of investment vehicles and retirement planning
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Ability to thrive in commission-based compensation structure