Financial Adviser/Wealth Manager

Description

Full time position in Irvine, CA for financial adviser/wealth manager with 5+ years’ experience preparing and presenting financial plans to wealth management clients and managing client’s portfolios. We are a fee-only registered investment advisor striving to act only in the best interest of our clients – as fiduciaries.

 

Financial Planning: work independently to develop, present and monitor customized financial plans, as well as partner with other team members, frequently taking the lead on client matters.

• Offer clients an educational/consultative approach
• Desirable: CERTIFIED FINANCIAL PLANNER™ professional

Portfolio Management: invest and rebalance assets to meet the client’s goals/objectives and participate in meetings with clients.

• Ad Hoc analysis and research
• Cultivating client relationships
• 5+ years in similar client facing role

• Desirable: experience with eMoney Advisor, Tamarac, Salesforce, Microsoft Office
• Bachelor’s Degree
• Series 65 required (or ability to obtain within 3 months of assuming position)
• Exceptional investment acumen and knowledge of broader planning topics

• Be an active part of a collaborative team and share best practices
• Clear and well thought out written communications
• Detail oriented and follow-up consistently and promptly
• Comfortable speaking occasionally in workshop type setting
• Opportunity to work closely with Senior advisers to learn and grow

Personality Fit

• High integrity
• Team player as well the ability to work independently
• Strong work ethic
• Resourceful
• Giving and gracious

Compensation

Full-Time:

• Salary commensurate with experience
• Medical Benefits and 401(k) Plan including matching
• PTO
• Support for ongoing professional development