Wealth Advisor: Client & Strategy
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-19
Listing for:
First Foundation Bank
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in Irvine, CA is seeking a Wealth Advisor responsible for managing client portfolios, supporting business development, and providing financial planning solutions for high-net-worth clients. The role requires a Bachelor's degree in Finance or an MBA, Series 65 certification, and 3-5 years of investment management experience. Strong communication and multitasking skills are essential. The competitive salary ranges from $85,400 to $105,000 annually.
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