Description
The Associate Wealth Advisor (Centralized Financial Advisor) manages member referrals, existing investment accounts, and leads; conducts financial reviews; prepares personalized financial plans and portfolio recommendations; recommends investment and insurance solutions; partners with financial-service providers; and maintains compliant client records. The role requires at least two years of experience in personal investment products, wealth management, banking, or insurance, plus Series 7 and Series 66 (or Series 63 and Series 65) registration. It is hybrid-eligible with three days of pre-assigned on-site attendance, requires California residency, and is based within a 50-mile commute of the Santa Ana headquarters. Benefits include health, dental, vision, retirement matching, paid time off, and commission-based compensation.
