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Financial Consultant Wealth Management

Wealth Advisor: Fiduciary Investment Guidance

Job in Irvine, Orange County, California, 92713, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm seeks a Wealth Advisor to provide personalized investment advice. The role focuses on managing client portfolios and fostering strong relationships while working within a collaborative team. Candidates should have at least three years of advisory experience, an active FINRA Series 7 license, and a Bachelor's degree. The firm offers a competitive benefits package, including a 401(k) with company match, vacation pay, and health insurance.
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