Wealth Advisor — Portfolio Strategy & Planning
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-24
Listing for:
First Foundation Inc.
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm located in Irvine, CA is seeking a Wealth Advisor to support business development and manage client portfolios. This role requires effective communication skills and experience in investment management. Candidates must have a Bachelor's degree in Finance, Series 65 certification, and 3-5 years of relevant experience. The position demands responsibility in client interactions and financial planning for high-net-worth individuals, with a salary range of $85,400 - $105,000 annually.
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