Wealth Advisor
$125,000–$150,000 year
On-site · Irvine, California, United States
Job Summary
Wealth Advisor sought to manage relationships with high net worth clientele, delivering tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management; onboard high net worth clients through an extensive planning process, with leadership in client relationships and a clear pathway toward equity within 2-3 years. Includes W2 employment with 401(k) match and extensive support, plus perpetual revenue share on existing clients.
Required Qualifications
- CFP
- CPA
- CFA
- JD
- 5+ years experience leading relationships with high net worth clientele
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