Wealth Management Professional
4 days ago
At BankTalent HQ, we're seeking a skilled Wealth Advisor to join our team in the Irvine/South California marketplace. As a key member of our Wealth Management Team, you'll play a vital role in building and nurturing relationships with our clients, delivering exceptional financial planning and investment management services.
About the Role:
- Develop and implement comprehensive financial plans tailored to meet the unique needs of our high-net-worth clients.
- Collaborate with our banking professionals to deliver a seamless client experience, evaluating and educating clients on investment strategies and solutions.
- Utilize your expertise in financial planning, investment management, and insurance to provide expert guidance and recommendations to clients.
- Partner with internal teams to deliver tailored solutions and implement investment strategies that meet client objectives.
Requirements:
- Bachelor's degree in a related field.
- Minimum 5 years of directly related experience, with 10+ years preferred.
- FINRA Series 7 & 66 (65/63) licenses, life and health insurance, and CFP certification highly preferred.
- Excellent verbal and written communication skills, with the ability to analyze and present complex financial information.
- Experience with financial planning software and a proven track record of building and managing high-net-worth client relationships.
What We Offer:
- Competitive base salary of $65,000 plus commission, depending on experience and location.
- A 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 in line with work experience.
- Mental health benefits, including coaching and therapy sessions, and tuition reimbursement for qualifying employees.
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