Job Description
Join our elite financial advisory team in Santa Ana, CA and accelerate your career! We're seeking a dynamic Financial Advisor to serve high-net-worth clients in Orange County. This immediate hire position offers uncapped commission potential, comprehensive training, and a supportive environment where top performers thrive. Leverage our established client base and cutting-edge tech platforms to build lasting wealth management strategies. If you're driven, client-focused, and ready to make an immediate impact, apply today!
Responsibilities
- Develop personalized financial plans for high-net-worth clients covering investments, retirement, and tax strategies
- Build and maintain robust client relationships through regular portfolio reviews and proactive communication
- Drive revenue growth by identifying new business opportunities and cross-selling financial products
- Stay current on market trends, regulations, and investment vehicles to provide expert guidance
- Collaborate with internal teams (legal, operations) to ensure compliance and client satisfaction
- Utilize CRM systems to track client interactions and pipeline management
- Present complex financial concepts clearly through customized reports and presentations
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- FINRA Series 7, 66 licenses (or ability to obtain immediately)
- 3+ years of financial planning/advisory experience with high-net-worth clients
- Proven track record of meeting/exceeding sales targets and client acquisition goals
- Strong analytical skills with ability to interpret financial data and market trends
- Exceptional communication and presentation skills
- CFA or CFP designation preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)