Wealth Advisor: Client Growth & Strategy

A financial services firm in Irvine, CA is seeking a Wealth Advisor responsible for managing client portfolios, supporting business development, and providing financial planning solutions for high-net-worth clients. The role requires a Bachelor's degree in Finance or an MBA, Series 65 certification, and 3-5 years of investment management experience. Strong communication and multitasking skills are essential. The competitive salary ranges from $85,400 to $105,000 annually. #J-18808-Ljbffr