Job Description
Financial Advisor
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Independent Wealth Management Firm
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Irvine, CA | In-Office
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A female-led, established and growing independent wealth management firm serving high-net-worth and ultra-high-net-worth clients is seeking a Financial Advisor. The firm offers comprehensive planning, a highly personal client experience, and direct mentorship from its successful founder and lead advisor.
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What You’ll Do
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- Serve as a trusted advisor and day-to-day point of contact
- Lead review meetings, present financial plans, and manage follow-through
- Take on increasing responsibility for client relationships as you grow within the firm
- Support firm growth through referrals, centers of influence, community networking, and relationship development
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What’s Offered
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- $125,000–$150,000 base + 10% bonus
- Variable compensation tied to business development and relationship growth
- Benefits (Medical and 401k)
- Potential long-term equity/buy-in opportunity
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What You Bring
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- Bachelor’s degree; CFP or actively pursuing CFP
- Series 7/66 or Series 65
- 4+ years of client-facing financial advisory experience
- Strong meeting leadership and demonstrated ability to develop new client relationships
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