Job Description
Join WealthLegacy Partners, a premier wealth management firm in Irvine, CA, and elevate your career as a Senior Financial Advisor. We're seeking dynamic professionals to build client portfolios, deliver strategic financial solutions, and drive growth in one of America's most affluent markets. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through trust-based advisory services
- Analyze market trends to optimize investment portfolios and risk management strategies
- Drive business development through targeted networking and client referrals
- Stay current on industry regulations and compliance requirements
- Mentor junior advisors to enhance team performance
Qualifications
- FINRA Series 7 & 66/63/65 licenses required
- Certified Financial Planner (CFP) designation preferred
- 5+ years of experience in financial advisory or wealth management
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Business, or related field
- Strong proficiency in CRM and portfolio management software