Financial Advisor

Financial AdvisorIndependent Wealth Management FirmIrvine, CA | In-OfficeA female-led, established and growing independent wealth management firm serving high-net-worth and ultra-high-net-worth clients is seeking a Financial Advisor. The firm offers comprehensive planning, a highly personal client experience, and direct mentorship from its successful founder and lead advisor.What You’ll DoServe as a trusted advisor and day-to-day point of contactLead review meetings, present financial plans, and manage follow-throughTake on increasing responsibility for client relationships as you grow within the firmSupport firm growth through referrals, centers of influence, community networking, and relationship developmentWhat’s Offered$125,000–$150,000 base + 10% bonusVariable compensation tied to business development and relationship growthBenefits (Medical and 401k)Potential long-term equity/buy-in opportunityWhat You BringBachelor’s degree; CFP or actively pursuing CFPSeries 7/66 or Series 654+ years of client-facing financial advisory experienceStrong meeting leadership and demonstrated ability to develop new client relationships