Financial Advisor - RIA Firm - Irvine CA
Financial Advisor - RIA Firm - Irvine CA
Posted on :
09-04-2025
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1 Vacancy
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Job Description
Financial Advisor
Are you looking to expand your career and be a part of a successful team Are you driven selfmotivated and customer focused If you enjoy working closely with clients developing longterm relationships constantly challenging yourself and providing superior customer service and expertise then we would like to talk to you! BML Wealth Management in Irvine CA is seeking to add a Financial Advisor to our Team!
This Lead Advisor will have the opportunity to meet oneonone with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor client relationship building and participation in public seminars. Tired of prospecting Join a firm where the families come toyou! NO COLDCALLING!
Minimum Requirements:
- Bachelors degree preferred
- 35 years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational prioritization interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
This position requires you possess the following skills:
- Strong relationshipbuilding and communication abilities
- Expertise in financial planning and strategy development
- Commitment to following structured processes and ensuring compliance
- Excellent organizational and time management skills
- Strong Initiative
- Proficiency with financial tools and CRM systems
Responsibilities:
- Engage with warm leads provided by our marketing efforts establishing trust and credibility
- Conduct financial consultations to assess client needs goals and objectives
- Develop and present customized financial plans ensuring alignment with client priorities
- Follow a consistent advising process to ensure compliance accuracy and efficiency
- Maintain ongoing client relationships through regular communication and portfolio reviews
- Stay updated on financial products market trends and regulatory changes
- Collaborate with internal teams to enhance the overall client experience
Compensation:
- For the first 36 months the salary will be $5k$10K per month (BOE). After that it will be W2 commissions advisory fees
Benefits:
- 401k after 1 year
- Medical Dental Vision after 90 days
- PTO
Hours:
- MondayFriday 8:30am5:30pm or 9am 6pm
- In office days are TuesdayThursday Monday and Friday are remote
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement/. We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
Unclear Seniority
Employment Type
Advisor
Key Skills
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