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Wealth Planner High-Net-Worth Clients
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-06-26
Listing for:
Sunflower Financial Inc.
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Sunflower Financial Inc. is seeking a full-time Wealth Planner in Irvine, CA. The role involves providing comprehensive financial planning and advisory services to affluent clients while collaborating with various teams to deliver tailored solutions.
With a salary range between $78,000 to $113,000 and a focus on compliance and client engagement, we're looking for candidates with significant experience in wealth management and a Bachelor's degree in a related field.
Benefits include a 401(k) plan, health insurance, paid time off, and more.
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