Financial Advisor
$110k - $125kGemHarvest Executive Recruiting
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 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 #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 1 day ago
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