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Wealth Management Portfolio Manager

Wealth Advisor - Asset Allocation & Client Strategy

Job in Irvine, Orange County, California, 92713, USA
Listing for: First Foundation
Full Time position
Listed on 2025-11-29
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 85400 - 105000 USD Yearly USD 85400.00 105000.00 YEAR
Job Description & How to Apply Below
A financial services company in Irvine, CA is seeking a Wealth Advisor to support business development and manage client portfolios. The role involves acting as a liaison between clients and the organization, with responsibilities including asset allocation and investment strategy. Candidates should hold a Bachelor’s degree or MBA in Finance and have 3-5 years of investment management experience. This position offers a competitive salary range of $85,400 - $105,000 annually and requires on-site presence.
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