Financial Advisor

Financial AdvisorBoutique Wealth Management FirmIrvine, CAOverviewBoutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to lead client relationships, present financial plans, and deliver a consistent, high-touch client experience in a fast-paced, on-site environment.Relationship-driven growth role with community networking and referrals; no cold-calling or quotas/No portable book requiredHighlightsLead client relationships as the day-to-day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow-throughRamp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segmentPartner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facingMaintain a reliable weekly cadence with Tuesday to Thursday focused on client meetings and Monday and Friday used for preparation and follow-upsPresent and explain planning recommendations clearly; own account opening and coordinate with the investment team on implementation and money movementContribute to firm growth through community presence, client referrals, and centers-of-influence; a long-term equity path is available for advisors who demonstrate leadership and bring in new relationships and AUMCompetitive compensation package ($100,000 - $125,000 base plus bonuses ranging from $10,000 - $30,000, and excellent benefits)RequirementsBachelor's DegreeCFP designation requiredLicensing: Series 7 or 66 or Series 653+ years of client-facing financial advisory experience with clear strength in meeting leadership and plan presentation

Created: 2025-09-23