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Financial Professional USE ONLY

What separates a successful and satisfied financial professional from an average one? At Precision Wealth we provide the support, marketing assistance, and benefits programs that help turn successful producers into top producers.

We are looking for:

  • Financial services professionals who seek independence and support
  • Individuals committed to ongoing professional and personal growth
  • Those who hold themselves to a superior level of values, principles, and professional conduct
  • Entrepreneurial Spirit
  • Team oriented individuals who are willing to learn and share knowledge
  • Leaders in their communities


As a financial professional, you have proven that your time is best spent in front of a client or prospect. As an organization, Precision Wealth focuses on developing our representatives’ practices. Our role is to provide the most effective support available to leverage our representatives’ time and help maximize their production.

Access to advanced concept and case design specialists, alternative investments, our competition desk, estate planning attorneys, and ongoing training ensure that our representatives’ maintain a competitive edge when meeting with their clients. Technological support such as online access to consolidated non-brokerage statements, clients’ accounts, product research, proposal services and weekly commission information minimize time spent behind the scenes.

In short, Precision Wealth’s commitment to unparalleled support creates loyalty and helps ensure our representatives a more successful career.


"This career would be so easy and fun if clients would just magically appear!"

Let’s face it, clients do not magically appear and the difference between knowing how to create financial plans and actually building a prosperous planning practice is the impact of an effective marketing strategy.

At Precision Wealth, we focus on custom-tailoring marketing strategies that are not just effective, but also match the personality and goals of the financial professional. Whether it be developing, advertising, and conducting lucrative seminars, establishing a referral program, building effective networking relationships, or instituting a public awareness campaign, an affiliation with Precision Wealth means an affiliation with a financial marketing powerhouse.

Benefits Programs

Success does not come without effort, and at Precision Wealth we like to reward our representatives for a job well done. This is why we have developed a comprehensive benefits package that includes access to group health, life, and disability insurance benefits as well as deferred compensation.

Our representatives reap the rewards earned from participating in a value-based collaborative environment. With the association of like-minded successful investment professionals comes the inherent opportunity to share ideas and pool resources. Our financial professionals step into client meetings with the intellectual and research backing of an entire organization dedicated to their success.

Lastly, what generates income and revenue for any organization? The sales force! That’s why the sales force is the backbone of any good organization. Precision Wealth also realizes that the better compensated your sales force is, the more income and revenue they will generate for that organization. That’s why we feel it’s important to offer one of the highest compensation packages available in the industry.

To Apply

We look forward to discussing a future career opportunity with you. You may contact us at:

Precision Wealth Corporate
9890 Research Drive 
Suite # 200 
Irvine, CA 92618 
(949) 208-9670 (office) 
(714) 208-9988 (fax) 

Precision Wealth Cerritos
17215 Studebaker Rd.
Suite # 390
Cerritos, CA 90703
(562) 912-2188 (office)
(562) 860-1700 (fax)