Financial Advisor

Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Irvine, CA

Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm.

• Support client relationships as the day-to-day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow-through
• Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment
• Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing
• Contribute to firm growth through community presence, client referrals, and centers-of-influence
• Competitive compensation package ( $110,000 – $125,000 base plus bonuses ranging from $10,000 – $30,000, and excellent benefits)

• Bachelor’s Degree
• Licensing:
  Series 7 or 66 or Series 65
• 3+ years of client-facing financial advisory experience with clear strength in meeting leadership and plan presentation

Associate

Full-time

Finance, Consulting, and Strategy/Planning

Industries

Financial Services and Investment Management