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