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Financial Advisor Financial Consultant

Client-Focused Wealth Planner & Investment Support

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Wealth Planner to provide administrative and investment support to financial advisors. The successful candidate will independently manage client relationships, assist in trades and financial planning, and contribute to business development. Ideal candidates should possess a Bachelor's degree, relevant experience, and strong interpersonal and analytical skills. Join a collaborative team dedicated to helping clients achieve their financial goals.
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