Wealth Advisor - Build -Impact Client Wealth
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-20
Listing for:
California Bank & Trust
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A prominent financial services company in Irvine is seeking a Wealth Advisor to cultivate relationships and provide comprehensive financial services. The ideal candidate will have 5+ years of experience, appropriate licensing, and a CFP® certification is preferred. Responsibilities include financial planning and investment management to assist high-net-worth clients in achieving their goals. The role offers competitive salary ranging from $75,000 to $125,000 based on experience, along with comprehensive benefits and a commission plan.
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