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Wealth Management Advisor - Client Strategy
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-03
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A prominent financial services firm in Irvine is seeking a Wealth Management Associate to build and nurture client relationships while developing tailored financial strategies. The firm offers a structured path to achieving licensing and encourages professional growth through mentorship, training, and comprehensive benefits. The ideal candidate has a Bachelor’s degree or relevant experience and is passionate about making a positive impact on clients' financial well-being.
This role involves in-office presence, fostering client engagement and collaboration among top performers.
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