Wealth Management Specialist

5 days ago


Irvine, California, United States BankTalent HQ Full time
Wealth Advisor Opportunity

At BankTalent HQ, we're seeking a skilled Wealth Advisor to join our team in the Irvine/South California marketplace. As a Wealth Advisor, you'll play a critical role in building and managing high-net-worth client relationships, delivering exceptional client experiences, and providing expert guidance on financial planning, investment strategies, and risk management.

Key Responsibilities:
  • Develop and implement tailored financial plans and investment strategies for clients
  • Build and maintain strong relationships with clients, internal banking professionals, and wealth management team members
  • Provide expert guidance on financial planning, investment management, insurance, and trust services
  • Make presentations and recommendations to clients and internal stakeholders
  • Collaborate with the wealth management team to deliver comprehensive financial solutions
Requirements:
  • Bachelor's degree in a related field
  • Minimum 5 years of directly related experience, 10+ years preferred
  • FINRA Series 7 & 66 (65/63) licenses, life and health insurance
  • CFP certification highly preferred
  • Excellent verbal and written communication skills
  • Strong analytical and presentation skills
  • Experience with financial planning software and complex financial modeling
  • Proven track record of building and managing high-net-worth client relationships
What We Offer:
  • Competitive base salary of $65,000 plus commission
  • Comprehensive benefits package, including medical, dental, and vision insurance, life and disability insurance, paid parental leave, and adoption assistance
  • 401(k) plan with company match, profit sharing, and competitive compensation
  • Mental health benefits, including coaching and therapy sessions
  • Tuition reimbursement for qualifying employees


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