Financial Advisor
$110k - $125kGemHarvest Executive Recruiting
Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Location : Irvine, CA Overview Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm. Relationship-driven growth role with community networking and referrals; no cold-calling or quotas/No portable book required Highlights Support client relationships as the day‑to‑day point of contact, running review meetings, interpreting and presenting financial plans, and managing follow‑through Ramp alongside a senior advisor, then transition to independently leading meetings and owning a defined client segment Partner with a centralized Paraplanning and Client Service team for meeting preparation, plan updates, onboarding, and documentation so you can stay client-facing Contribute 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 AUM Competitive compensation package ($110,000 – $125,000 base plus bonuses ranging from $10,000 – $30,000, and excellent benefits) Requirements Bachelor’s Degree Licensing: Series 7 or 66 or Series 65 3+ years of client‑facing financial advisory experience with clear strength in meeting leadership and plan presentation Seniority level Associate Employment type Full‑time Job function Finance, Consulting, and Strategy/Planning Industries Financial Services and Investment Management Compensation Base pay range : $110,000.00/yr – $125,000.00/yr Additional compensation types : Annual Bonus Benefits Medical insurance, 401(k) Recruiter contact Direct message the job poster from GemHarvest Executive Recruiting Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 1 day ago
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