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Financial Advisor

Senior Wealth & Estate Planning Strategist – Onsite Irvine

Job in Irvine, Orange County, California, 92713, USA
Listing for: Pocketbook Agency
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 USD Yearly USD 125000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Irvine, California, is seeking a Wealth and Estate Planning Strategist. This role requires 10+ years in life insurance and expertise in implementing complex wealth strategies. The strategist will manage client proposals, provide internal advice, and prepare communications while working independently under pressure. Ideal candidates have exceptional interpersonal skills, a relevant degree, and proficiency in Microsoft Office.

The position offers a competitive salary of $125,000+, plus bonuses and benefits, within an onsite capacity.
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Position Requirements
10+ Years work experience
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