Financial Planner--Irvine& California

Looking to join one of the fastest growing RIAs that’s passionate about serving our clients with industry leading financial planning? In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients.

What You’ll Do:

• Our advisors bring on thousands of new clients on an annual basis. Every new client receives tailored financial planning advice to help them navigate their goals. This is achieved through the members of our centralized planning department partnering with the advisors to analyze client financial data and create tailored financial strategies for new clients.


• You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partneri...