Financial Advisor

LinkedIn Short Job PostThe information below covers the role requirements, expected candidate experience, and accompanying qualifications. Compensation: $110k - $115k base + uncapped bonus (~$40k annually)We're hiring a Financial Advisor on behalf of our client"”a growing wealth management firm in Diamond Bar, CA.Why this role?Step into a succession track with a significant book of business (70+ client households)Work with HNW & UHNW clients (several with 8-figure net worths)Manage complex estate planning and charitable trustsReceive all California referrals with no competing offices in the stateJoin a small, collaborative office where you'll make an immediate impactWhat you bring:Proven experience as a Financial Advisor or Wealth ManagerLicenses (Series 65/66 required, CFP preferred)Confidence working with sophisticated clients and strategiesHigh energy, growth-oriented mindsetThis is a career-defining opportunity to help grow the firm. Location: Onsite in Diamond Bar, CABenefits offered include medical insurance, PTO, 401k

Created: 2025-09-23