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Senior Wealth Advisor – Portfolios & Planning
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-02-04
Listing for:
Baldwin Risk Partners, LLC
Full Time
position Listed on 2026-02-04
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading insurance brokerage firm in Irvine, California, seeks a Senior Wealth Advisor to build and manage client relationships, delivering exceptional financial planning tailored to client needs. The ideal candidate will have over 5 years as a financial advisor, strong communication skills, and a background in investment analytics. This full-time position offers starting pay of $70,000+, with negotiable terms. Join a well-established team committed to holistic risk management and client success.
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Position Requirements
10+ Years
work experience
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