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Job description
Private Wealth Advisor
Our client is a growing independent wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals, families, corporate executives, professionals, and business owners.
We are seeking an experienced Private Wealth Advisor who is ready to immediately contribute to and manage existing client relationships while helping to expand the firm's advisory presence. This is an excellent opportunity for a motivated advisor who enjoys building trusted client relationships, delivering sophisticated planning strategies, and working within a collaborative team environment.
The ideal candidate will have prior wealth management experience, strong relationship management skills, and the ability to confidently step into client-facing responsibilities from day one.
The Private Wealth Advisor will be responsible for managing and servicing existing client relationships while partnering with senior leadership to deliver holistic wealth management solutions. This individual will participate in financial planning, investment strategy, client service, and business development initiatives.
This role is ideal for someone who thrives in a fast-paced advisory environment and is looking for long-term growth opportunities within an independent firm.
Essential Functions and Responsibilities
Manage and maintain relationships with existing high-net-worth clients while delivering exceptional client service and ongoing financial guidance.
Participate in client meetings, portfolio reviews, and planning discussions with the ability to independently lead meetings when appropriate.
Develop and implement comprehensive financial plans, including retirement, tax, estate, insurance, and investment planning strategies.
Proactively identify planning opportunities and recommend solutions tailored to client goals and objectives.
Prepare and present client review materials and financial planning analyses.
Assist with investment management strategies and coordinate implementation with internal teams.
Draft client communications, document meeting notes, and track follow-up action items.
Experience completing annuity and life insurance applications with carriers is preferred.
Utilize CRM and financial planning software to maintain accurate client records and workflows.
Work collaboratively with advisory and operations teams to ensure timely and accurate execution of client requests.
Maintain confidentiality of sensitive client financial and personal information.
Contribute to the continued growth and development of the firm and its client service standards.
Qualifications and Skills
Strong understanding of comprehensive financial planning, wealth management strategies as well as tax strategies.
Excellent interpersonal and communication skills with the ability to build trust and credibility with clients.
Ability to independently manage client relationships and provide high-level service.
Strong organizational and multitasking abilities with exceptional attention to detail.
Proven ability to work proactively and efficiently in a team-oriented environment.
Knowledge of industry compliance requirements and operational procedures.
Professional demeanor and commitment to providing a high level of client care.
Experience and Education
Bachelor's degree or equivalent professional experience.
Minimum of 3–7 years of experience in wealth management or financial advisory services.
Experience with Addepar, Morningstar, and/or similar platforms is a plus.
CFP designation preferred or actively pursuing.
Compensation and Benefits
Competitive base salary plus incentive compensation and bonus opportunities.
Health, dental, and vision insurance options.
401(k) with company match and profit-sharing opportunities.
Paid time off and market holidays.
Ongoing professional development and growth opportunities within the firm.
Our client values collaboration, professionalism, and long-term client relationships. We are looking for someone who is eager to grow with the firm and make an immediate impact with both clients and the advisory team.
Worksite address
irvine, CA, 92713, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.