Financial Advisor

Boutique Recruiting; Irvine (CA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid holidays + PTO + Sick time

Hybrid work schedule

On-site gym and parking

Job summary

Boutique Recruiting is seeking a Financial Advisor in Irvine to build meaningful client relationships and deliver comprehensive financial guidance for high-net-worth individuals, retirees, and professionals. You will work with experienced leadership to manage investment planning, retirement strategies and estate planning.

The ideal candidate has at least two years of advisor experience, a Series 65 license, and excellent communication skills to earn clients' trust.

Qualifications

• Minimum two years of financial advisory experience.
• Active Series 65 license required.
• Strong communication and relationship-building skills.
• Proven ability to work with high-net-worth clients.

Responsibilities

• Build and maintain long-term client relationships.
• Guide clients through investment and comprehensive planning needs.
• Develop and update financial plans based on client goals.
• Support retirement, tax, estate and investment planning strategies.
• Analyze client portfolios and provide informed recommendations.
• Participate in client meetings and ongoing planning conversations.
• Monitor accounts, portfolios, and investment strategies.
• Deliver personalized service to high-net-worth clients.
• Collaborate with advisors and the broader team.

Skills

Financial advisory experience

Series 65 license

Communication skills

Client relationship-building

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Word

Outlook

Job description

Position Title: Financial Advisor

Build meaningful client relationships, deliver comprehensive financial guidance, and grow your career with a boutique wealth management firm where you will have direct access to experienced leadership. We are seeking a Financial Advisor to join our growing Irvine team. This role will work directly with high-net-worth individuals, retirees, and successful professionals, helping clients navigate investment management, retirement planning, tax strategies, estate planning, and long-term wealth decisions.

The Financial Advisor will develop and review financial plans, analyze portfolios, participate in client meetings, and provide thoughtful recommendations while building lasting client relationships. The ideal candidate has at least two years of financial advisory experience, a Series 65 license, and the communication skills and personality to earn clients' trust.

Responsibilities

• Build and maintain strong, long-term relationships with clients


• Guide clients through investment and comprehensive financial planning needs


• Develop, review and update financial plans based on client goals and changing circumstances


• Support retirement, tax, estate and investment planning strategies


• Analyze client portfolios and provide informed recommendations


• Participate in client meetings, presentations and ongoing planning conversations


• Monitor client accounts, portfolios, and investment strategies


• Deliver a high level of personalized service to high-net-worth clients


• Collaborate closely with advisors and the broader team to support client needs

Requirements

• 2+ years of financial advisor experience


• Active Series 65 license


• High school diploma or equivalent required


• Strong understanding of investments, financial planning, and wealth management


• Excellent communication, interpersonal, and relationship-building skills


• Ability to confidently work directly with high-net-worth clients


• Strong attention to detail, organization and follow-through


• Proficiency with Microsoft Word and Outlook


• Personable, social, and comfortable developing meaningful client relationships


• Team-oriented approach with a strong commitment to client service

Benefits

• Medical, dental, and vision insurance


• 401(k) with company match


• Paid holidays + Paid time off + Sick time


• Hybrid work schedule with two work-from-home days per week


• On-site gym and free parking

If you are a relationship-driven Financial Advisor who wants to deliver sophisticated, personalized advice while growing alongside a collaborative boutique firm.