Job Description
Join Wealth Legacy Partners in Irvine, CA as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships, deliver personalized financial plans, and drive growth in our thriving Orange County market. Enjoy a competitive base salary with uncapped commission, comprehensive benefits, and continuous professional development.
Our ideal candidate thrives in client-facing environments, possesses deep financial acumen, and is passionate about helping clients achieve long-term financial independence. With a culture emphasizing innovation and collaboration, you'll work alongside industry experts while enjoying Irvine's exceptional quality of life.
Responsibilities
- Develop and execute comprehensive financial plans encompassing investments, retirement, tax strategies, and estate planning
- Cultivate and maintain high-net-worth client relationships through regular portfolio reviews and proactive financial guidance
- Conduct market analysis to identify investment opportunities aligned with client risk tolerance and goals
- Collaborate with internal teams to deliver seamless client experiences across wealth management services
- Stay current on regulatory changes (FINRA, SEC) and industry best practices
- Mentor junior advisors and contribute to firm growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- 5+ years of financial advising experience with proven client relationship management success
- Valid Series 7, 66 (or 63/65) licenses and active FINRA registration
- Strong analytical skills with proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication and presentation skills for diverse client audiences
- Track record of meeting/exceeding sales targets in wealth management
- Professional demeanor with ability to handle confidential information