Wealth Advisor - Fiduciary Planning & Client
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-25
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Advisor to join their Wealth Advisory team in Irvine, California. In this role, you will provide personalized investment advice and manage client portfolios. Candidates should have a Bachelor’s degree, FINRA Series 7 and 66 licenses, and a minimum of five years in financial services with advisory experience. This position offers the chance to grow within a collaborative team while helping clients achieve their financial goals.
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