Wealth Planning Advisor - Client & Strategy
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-07-11
Listing for:
Baldwin Group Colleague, Inc.
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Baldwin Group Colleague, Inc. in Irvine, California, is seeking a Wealth Management Financial Advisor to join our Financial Services team. The ideal candidate will help build client relationships and manage portfolios using integrated advice platforms, focusing on long-term financial outcomes.
Responsibilities include supporting senior advisors, developing financial plans, and assisting in portfolio construction. Candidates should have strong communication skills, attention to detail, and a bachelor's degree in a relevant field.
The position offers competitive compensation starting at $80,000 annually.
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