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Financial Adviser/Wealth Manager

Company: Benefit Financial Services Group (BFSG)
Location: Irvine
Posted on: November 19, 2021

Job Description:

To apply, please e-mail resume to admin@bfsg.com Description Full time position in Irvine, CA for financial adviser/wealth manager with 5+ years' experience preparing and presenting financial plans to wealth management clients and managing client's portfolios. We are a fee-only registered investment advisor striving to act only in the best interest of our clients - as fiduciaries.Financial Planning: work independently to develop, present and monitor customized financial plans, as well as partner with other team members, frequently taking the lead on client matters.

  • Offer clients an educational/consultative approach
  • Desirable: CERTIFIED FINANCIAL PLANNER--- professionalPortfolio Management: invest and rebalance assets to meet the client's goals/objectives and participate in meetings with clients.
    • Ad Hoc analysis and research
    • Cultivating client relationships
    • 5+ years in similar client facing role
      • Desirable: experience with eMoney Advisor, Tamarac, Salesforce, Microsoft Office
      • Bachelor's Degree
      • Series 65 required (or ability to obtain within 3 months of assuming position)
      • Exceptional investment acumen and knowledge of broader planning topics
        • Be an active part of a collaborative team and share best practices
        • Clear and well thought out written communications
        • Detail oriented and follow-up consistently and promptly
        • Comfortable speaking occasionally in workshop type setting
        • Opportunity to work closely with Senior advisers to learn and grow Personality Fit
          • High integrity
          • Team player as well the ability to work independently
          • Strong work ethic
          • Resourceful
          • Giving and gracious Compensation Full-Time:
            • Salary commensurate with experience
            • Medical Benefits and 401(k) Plan including matching
            • PTO
            • Support for ongoing professional development 2040 Main Street, Suite 720
              Irvine, CA 92614
              Institutional Services Division:
              949-955-2552
              Wealth Management Division:
              714-282-1566

Keywords: Benefit Financial Services Group (BFSG), Irvine , Financial Adviser/Wealth Manager, Executive , Irvine, California

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