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Wealth Planner & Client-Focused Financial Advisor

Job in Irvine, Orange County, California, 92713, USA
Listing for: Wealth Management Careers Connect
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm located in Irvine, CA, is seeking a Financial Advisor who will build strong relationships with clients, develop comprehensive financial plans, and assist with business development. This role requires at least 3 years of experience in financial advising, relevant licenses, and strong interpersonal skills. The advisor will maintain client communications, analyze investment portfolios, and participate in networking events.

Opportunities for professional growth and a supportive work environment are offered.
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