Wealth Management Careers Connect · 14 hours ago
Financial Advisor (Wealth Planner)
Irvine, CA
Full-time
Onsite
Mid Level
3+ years expWealth Management Careers Connect is seeking a Financial Advisor to join MWM Planners, an independent financial planning and wealth advisory firm. The role involves serving existing clients by developing comprehensive financial plans, managing client communications, and assisting with business development to onboard new clients.
Financial Services
Responsibilities
Primary point of contact with clients, speaking and meeting with them, developing and delivering comprehensive financial plans
Works with clients on all aspects of their financial lives including retirement plans, insurance, taxation, and estates
Leads client meeting, prepares materials, makes recommendations, executes plans
Analyzes clients’ investment portfolios and financial plans
Conduct business development and sales activities; including following up on leads and prospects from conferences or referrals
Plan and participate in prospect calls to effectively communicate the value of our planning services and secure new client engagements
Help onboard new clients after obtaining detailed, accurate account and transfer paperwork information
Assist with client service items like beneficiary distributions, settling estates, transferring funds
Plan and execute high interest events and workshops for clients and their guests
Maintain client information and document client interactions, task progress, and account updates in CRM Redtail
Other duties as assigned
Qualification
Required
Minimum of 3 years' experience providing financial advice, planning services, to clients and/or businesses
FINRA Series 7 and a 66 or equivalents
Professional demeanor and strong interpersonal skills to effectively engage with clients and team members
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other office tools
Exceptional organizational skills with a keen attention to detail
Excellent follow-up skills with a proactive approach to tasks and responsibilities
Demonstrates initiative, identifying areas for improvement and taking steps to address them effectively
Strong written and verbal communication skills
Ability to prioritize and manage multiple tasks in a fast-paced environment
Must have a high willingness to learn new concepts, processes, and software and be a team player
Preferred
CFP designation preferred
Preferred familiarity with CRM systems (Redtail) and financial platforms such as eMoney, Albridge, GReminders, MyRepChat, Pershing/NetX360, or Jump AI
Benefits
Group health coverage
401k retirement with employer contribution
Paid vacation
Sick, and holiday hours
Company
Wealth Management Careers Connect
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Seattle, WA, US
0-1 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase