Wealth Advisor

Irvineonsite

Posted today · via Workday

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About this role

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: This position plays a crucial role in evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them achieve their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy.…

Read the full description on One Digital's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: teams, salesforce

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Irvine. We weight your proximity and willingness to relocate.

Score yourself on this role.

Free · no card · written explanation included

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teamssalesforce

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