Position Title: Financial Advisor
We areseeking a Financial Advisor to join our growing Irvine team. This role will work directly with high-net-worth individuals, retirees, and successful professionals, helping clients navigate investment management, retirement planning, tax strategies, estate planning, and long-term wealth decisions.
The Financial Advisor will develop and review financial plans, analyze portfolios, participate in client meetings, and provide thoughtful recommendations while building lasting client relationships. The ideal candidate has at least two years of financial advisory experience, a Series 65 license, and the communication skills and personality to earn clients' trust.
Responsibilities - Build and maintain strong, long-term relationships with clients
- Guide clients through investment and comprehensive financial planning needs
- Develop, review and update financial plans based on client goals and changing circumstances
- Support retirement, tax, estate and investment planning strategies
- Analyze client portfolios and provide informed recommendations
- Participate in client meetings, presentations and ongoing planning conversations
- Monitor client accounts, portfolios, and investment strategies
- Deliver a high level of personalized service to high-net-worth clients
- Collaborate closely with advisors and the broader team to support client needs
Requirements - 2+ years of financial advisor experience
- Active Series 65 license
- High school diploma or equivalent required
- Strong understanding of investments, financial planning, and wealth management
- Excellent communication, interpersonal, and relationship-building skills
- Ability to confidently work directly with high-net-worth clients
- Strong attention to detail, organization and follow-through
- Proficiency with Microsoft Word and Outlook
- Personable, social, and comfortable developing meaningful client relationships
- Team-oriented approach with a strong commitment to client service
Benefits - Medical, dental, and vision insurance
- 401(k) with company match
- Paid holidays + Paid time off + Sick time
- Hybrid work schedule with two work-from-home days per week
- On-site gym and free parking
If you are a relationship-driven Financial Advisor who wants to deliver sophisticated, personalized advice while growing alongside a collaborative boutique firm, apply today.
#LI-SB1
