Entry-Level Financial Advisor

About the role

You will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward long-term goals such as education funding, healthcare and housing needs, and a confident retirement.

Responsibilities

• Partner with clients to develop and implement comprehensive financial plans
• Navigate complex financial situations to provide guidance and support
• Build and maintain relationships with clients through regular communication and meetings
• Stay current with industry trends and regulatory changes to ensure compliance and best practices
• Manage client portfolios and provide investment advice as needed

Requirements

• Bachelor’s degree in finance, economics, or a related field
• 2+ years of relevant experience in financial services or a related field
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to manage multiple tasks and prioritize effectively

Qualifications

• Registered Financial Advisor (RIA) designation preferred
• Knowledge of financial planning principles and techniques
• Experience with financial software and tools

Skills

• Financial planning and analysis
• Client relationship management
• Investment management
• Regulatory compliance

Benefits

• Full benefits package including health, dental, vision, 401(k), pension, and life insurance
• Training stipend and performance-based bonuses
• Company-sponsored travel and professional development programs
• Sponsorship for required licenses and continuing education

Pay

$50,000 - $150,000 per year

Schedule

Hybrid in Irvine, CA