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Senior Wealth Advisor Client Partnerships
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-01-05
Listing for:
California Staffing
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial institution in Irvine is seeking a Senior Wealth Advisor to build and maintain client-focused relationships, achieve production goals, and support ongoing business development. The ideal candidate should have over 5 years of experience as a financial advisor, hold a relevant degree or credentials, and possess strong marketing skills. The role involves compliance with banking regulations and ongoing client relationship management, making client satisfaction a top priority.
Competitive compensation and benefits available.
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Position Requirements
10+ Years
work experience
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