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Holistic Wealth Planner High-Net-Worth Clients
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-02-28
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in California seeks a Wealth Planner to provide comprehensive financial planning to affluent clients. This role involves collaborating with various professionals to develop personalized strategies that align with clients’ financial goals. The ideal candidate will have extensive experience in financial planning, a relevant degree, and strong interpersonal skills. This position offers a dynamic work environment focused on client satisfaction and adherence to compliance regulations.
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