IrvineRecruiter Since 2001
the smart solution for Irvine jobs

Financial Adviser/Wealth Manager

Company: Benefit Financial Services Group (BFSG)
Location: Irvine
Posted on: June 24, 2022

Job Description:

To apply, please e-mail resume to 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:
              Wealth Management Division:

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Irvine RSS job feeds