Financial Services Professional

4 weeks ago


Irvine, California, United States The Anderson Search Group Full time

The Anderson Search Group is seeking a highly skilled Wealth Advisor to join their Irvine-based affiliate. This is a unique opportunity to leverage the bank's robust internal referral channels to target high-net worth clients and prospects. The ideal candidate will have a proven track record of building a book of business to at least $60 million AUM in fee-based business. Key responsibilities include:

* Building and maintaining relationships with high-net worth clients and prospects
* Utilizing internal bank channels and partners to drive business growth
* Developing and implementing customized investment strategies to meet client needs

The Anderson Search Group is an equal opportunity employer. We are committed to creating a diverse and inclusive work environment. If you are a motivated and experienced Wealth Advisor looking for a new challenge, please submit your application.



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