FINANCIAL ADVISORJamie Grayem • Irvine, CA, United States
FINANCIAL ADVISOR
Jamie Grayem • Irvine, CA, United States
1 day ago
Job type
- Full-time
Job descriptionDevelop, maintain, and deepen relationships with a book of affluent and high-net-worth clients by providing superior financial planning and advisory services. Conduct in-depth analysis of clients' financial situations, goals, risk tolerance, and timelines to create personalized, goal-based financial plans. Present and implement strategic investment recommendations, covering a wide array of products including equities, fixed income, mutual funds, annuities, and insurance solutions. Serve as the primary point of contact, coordinating with partners who are specialists in complex areas such as estate planning, tax strategies, and trusts. Lead Generation & Business Development : Actively participate in promoting and partnering on lead generation activities, leveraging both firm-provided resources and personal networks to acquire new clients. Execute all daily activities and long-term client strategies with meticulous thoroughness, ensuring full adherence to all relevant regulatory requirements and internal compliance protocols. Maintain and manage client accounts, investment paperwork, and communication records accurately and efficiently in a fast-paced environment. Prioritize tasks, manage goals, and navigate complex regulations to ensure a compliant and productive practice. SAFE Act Compliance : This position requires registration with the federal registry system pursuant to the SAFE Act. Employees must submit to the required background check and remain in good standing. Failure to obtain and / or maintain SAFE Act registration will result in immediate termination. Dedicated Referral Network : A strong, established referral pipeline from across the business to accelerate opportunities for affluent and high net worth client acquisition. Marketing Support : Sophisticated marketing strategies and resources to help you reach wider audiences and increase your appeal. Professional Development : Ongoing education, training, and resources to deepen your skills, adapt to industry changes, and optimize your practice. Career Growth : Potential opportunities for professional advancement and leadership roles. Thought Leadership : Opportunities for leadership and influence, including leading client seminars and presenting at professional conferences. Licensing : Currently holds an active Series 7 license and either the Series 66 license or the combination of Series 63 and Series 65 licenses. Experience : Must include at least one (1) year of experience specifically within the investments industry, demonstrating in-depth knowledge of investment products, services, and training. Self-Management : A highly autonomous, self-starter who efficiently manages time, capacity, and goal setting. Client Engagement : Communicates effectively and confidently, building and nurturing strong, trust-based relationships with all clients. Adaptability : Enjoys continuous learning, adapts quickly to new information, and is committed to finding the best solutions for clients. Execution : Proven ability to manage complex tasks, prioritize effectively, and execute strategies in a demanding and fast-paced environment. Collaboration : Collaborates effectively with internal teams and external partners to ensure seamless client service. Education : A Bachelor's degree, preferably in a business-related field (Finance, Economics, Accounting, etc.). Designations : Achieved or actively pursuing additional professional designations such as Certified Financial Planner (CFP®) and / or Chartered Retirement Planning Counselor (CRPC®) . Additional Licensing : Obtained state-specific insurance licenses (Life, Health, Accident). Technology Proficiency : Strong computer skills and familiarity with CRM and wealth management platforms. Lead Generation : Proven ability and experience in balancing investment management, active sales activities, and new client development.
FINANCIAL ADVISOR
Status : Full-Time
Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support
Executive Summary
We are seeking a highly motivated, licensed, and client-focused Financial Advisor to join our established practice. This is a unique opportunity to leverage a robust internal referral network and comprehensive business support to build a thriving practice. You will be responsible for providing holistic financial guidance to affluent and high-net-worth clients, specializing in investment management, retirement planning, and complex wealth strategies. If you are a self-starter with a proven track record of exceeding sales goals and a passion for deep regulatory due diligence, we want to hear from you.
Compensation & Benefits
- Competitive Base Salary : $75,000 - $150,000
- Bonus Structure : Lucrative Quarterly Production Bonus based on client acquisition and asset management performance.
- Comprehensive Benefits Package : Full medical, dental, and vision coverage, 401(k) matching, paid time off, and more.
Key Responsibilities
Client Relationship Management & Advisory
Compliance & Operational Excellence
What We Provide
We are committed to empowering our advisors with the resources needed to succeed at the highest level :
Qualifications and Skills
Required Credentials & Experience (Must Have)
Minimum of two (2) years of experience working in the financial service industry and / or a high-performance sales environment where goals were consistently met or exceeded.
Required Behavioral & Core Skills
Desired (Preferred) Skills & Education
Create a job alert for this search
Financial Advisor • Irvine, CA, United States
Related jobs
MH : Admitting and Registration-.The Financial Counselor 2-ED assists patients who are seeking treatment in our Emergency departments to navigate through the financial process from the MSE to discha...Show more
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...Show more
This job posting is anticipated to remain open for 30 days, from 20-Oct-2025.The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career ...Show more
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show more
Please take time to review Banner Bank's Consent & Privacy notice before applying.Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace.
All qualified applicants will ...Show more)
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
We are dedicated to supporting our customers and comm...Show more
A company is looking for a Member Financial Representative to engage with members and provide financial solutions.Key Responsibilities Engage members in financial review conversations and provide...Show more A company is looking for a Junior Loan Officer / Production Partner.Key Responsibilities Assist the Loan Officer in preparing preliminary loan packages by obtaining necessary documentation from cus...Show more A company is looking for a Loan Processor to support their Colorado region.Key Responsibilities Process residential mortgage loans in compliance with company policies and regulatory requirements ...Show more 
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show more
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...Show more Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show more The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...Show more 
The Reserve Teller will be responsible with providing exceptional customer service in relation to processing deposits, withdrawals, transfers, and other operational transactions in accordance with ...Show more The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...Show more Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...Show more 
As a Teller, you are responsible for providing a variety of teller functions, including processing deposits, withdrawals, and loan payments.
Balances daily transactions and verifies cash totals.If y...Show more
Financial Counselor 2-ED
Loma Linda University Health • Murrieta, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Part Time Teller (20 Hours) - Arcadia- West Duarte Branch
Citigroup Inc • Arcadia, CA, United States
Full-time +1
Last updated: 1 day ago • Promoted
Financial Advisor
Edward Jones • Redlands, CA, US
Full-time
Last updated: 3 hours ago • Promoted • New!
Relationship Banker - Claremont, CA
BankTalent HQ • Claremont, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Personal Banker
Banner Bank • Rancho Cucamonga, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Personal Banker
Columbia Bank (WA, OR & ID) • San Bernardino, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Wisconsin Licensed Financial Representative
VirtualVocations • Norwalk, California, United States
Full-time
Last updated: 6 hours ago • Promoted • New!
California Licensed Junior Loan Officer
VirtualVocations • Pasadena, California, United States
Full-time
Last updated: 1 day ago • Promoted
Colorado Licensed Loan Processor
VirtualVocations • Mission Viejo, California, United States
Full-time
Last updated: 4 hours ago • Promoted • New!
Relationship Banker II
Cathay Bank - Headquarters • Irvine, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Teller Part Time Coastal OC District
Wells Fargo • Fountain Valley, CA, United States
Part-time
Last updated: 1 day ago • Promoted
Part Time Teller (20 Hours) - Arcadia- West Duarte Branch
Citi • Arcadia, CA, United States
Full-time +1
Last updated: 11 hours ago • Promoted • New!
Teller Part Time Whittier
Wells Fargo • Whittier, CA, United States
Part-time
Last updated: 1 day ago • Promoted
Part- Time Teller (20 hours), Whittwood Mall Branch
Citigroup Inc • Whittier, CA, United States
Full-time +1
Last updated: 1 day ago • Promoted
Reserve Teller
Farmers and Merchants Bank of Long Beach • Laguna Hills, CA, United States
Full-time
Last updated: 1 day ago • Promoted
Part Time Teller (20 Hours), Yorba Linda Branch
Citigroup Inc • Yorba Linda, CA, United States
Full-time +1
Last updated: 1 day ago • Promoted
Part Time Teller Foothills OC District
Wells Fargo • Tustin, CA, United States
Part-time
Last updated: 1 day ago • Promoted
Teller : RDO
Frontwave Credit Union • Oceanside, CA, United States
Full-time
Last updated: 1 day ago • Promoted