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Financial Advisors – Irvine, CA

Job Number:


POSTING DATE: March 19, 2020

PRIMARY LOCATION: Americas-United States of America-California-Irvine

EDUCATION LEVEL: Bachelor's Degree

JOB: Investment Banking


JOB LEVEL: Advisors


PMI's Financial Advisors is positioned to offer highly motivated, achievement-driven individuals an opportunity to grow a thriving practice.

Job Description

  • Analyzing financial information obtained from clients to determine strategies for helping clients meet their financial objectives.

  • Answering clients' questions about the purposes and details of financial products, services and strategies.

  • Building and maintaining client bases, keeping current client strategies up-to-date and acquiring new clients on an ongoing basis.

  • Contacting clients periodically to determine if there have been changes in their financial status.

  • Explaining and documenting for clients the types of services that are to be provided and the responsibilities to be taken by the personal financial professional.

  • Guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and trust documents.

  • Implementing financial planning** recommendations, or refer clients to other professionals who can assist them with plan implementation.

  • Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.


Individuals who excel at PMI Advisors come from many different professional backgrounds including:

  • Law

  • Brokerage

  • Banking

  • Management

  • Accounting


Job Requirements

  • Strong business background and personal history of success

  • Integrity, a dedicated work ethic and the desire to help others

  • Strong interpersonal and communication skills

  • FINRA Series 7 & 63 registrations are preferred

  • Chinese Speaking would be an asset

  • Advanced degrees or designations such as MBA, JD, CFP®, CPA or ChFC are advantageous.

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