Financial Advisor (CFP, CPA, CFA, or JD)

S Piper Staffing LLC; Newport Beach (CA); Vor Ort; USD 85.000 - 130.000; Vollzeit

Zusammenfassung

S Piper Staffing LLC in Southern California seeks a Financial Advisor (CFP, CPA, CFA, or JD) to join a leading wealth management firm in Newport Beach or Los Angeles. You will lead client engagements, develop comprehensive plans, and collaborate with investment, tax, and estate planning specialists.

The role requires 4+ years in wealth management, a Bachelor’s degree, and the listed certifications. On-site in Newport Beach or LA, you will build lasting relationships with high-net-worth clients

Qualifikationen

• Bachelor’s Degree required and relevant advanced credentials.
• Strong communication and client-facing skills.
• Experience in wealth management or financial advisory.

Aufgaben

• Lead client engagements with high-net-worth individuals.
• Develop comprehensive wealth plans and investment strategies.
• Collaborate with tax, estate planning, and investment specialists.
• Mentor junior staff and manage client relationships.

Kenntnisse

Client relationships

Communication

Financial planning

Leadership potential

Ausbildung

Bachelor's Degree

Tools

Microsoft Office

Jobbeschreibung

Title: Financial Advisor (CFP, CPA, CFA, or JD)

Type: Full-time | Perm | On-site

Location: Newport Beach & Los Angeles

Base Salary Range: $85K - $130K + Incentive Program

About the Role:

We are seeking a talented, driven, Financial Advisor (CFP®, CPA, CFA, or JD) to join a leading, rapidly growing wealth management firm in either our Newport Beach or Los Angeles locations! This role is ideal for an experienced professional who is passionate about delivering comprehensive financial planning and advisory/consulting and building long-term client relationships. As an Advisor, you will lead client engagements, develop strategic, comprehensive wealth management and financial plans, and collaborate with internal specialists across investment, tax, and trust and estate planning functions. You will play a key role in both client experiences and team leadership.

Key Responsibilities:

• Work directly with high net-worth individual clients with assets exceeding $3M, serving as a primary point to contact for client communications.
• Develop and present comprehensive financial plans and investment strategies to clients, including high net-worth individual clients, their families, and their closely held businesses.
• Analyze client portfolios and recommend strategic and tactical adjustments.
• Prepare detailed deliverables (cash flow analysis, asset allocation, long-term planning strategies).
• Lead client meetings and manage follow-up execution.
• Oversee portfolio rebalancing, trading activity, and implementation.
• Collaborate with internal specialists in tax, estate, and investment planning.
• Mentor junior team members and contribute to team development.
• Ensure accurate documentation and tracking within CRM systems.
• Manage multiple client relationships while prioritizing competing demands.
• Advise and consult with clients regarding all of their wealth management and financial planningt needs, including trust, estate, partnership, investment, and retirement planning with a strong focus on tax-saving strategies.
• Walk side by side with clients to implement approved wealth management financial plans and strategies as their personal CFO.

Qualifications & Requirements:

• Bachelor's Degree is required.
• Must (currently) hold one of the following certifications/licenses/designations: CFP, CPA, CFA, or JD.
• 4+ years of experience in wealth management, financial planning, financial advisory, and consulting with clients within a wealth management and tax (RIA) firm or one of The Big 4s.
• 4+ years of experience working directly with high net-worth individual clients with assets exceeding $3M, their families, and their closely held businesses, including advising them on financial, investment, trust, estate, and retirement planning with a focus on tax-saving strategies.
• Strong proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
• Exceptional written, verbal, and interpersonal communication skills.
• Excellent presentation skills and abilities and strong attention to detail.
• Proven ability to manage multiple priorities in a fast-paced, sometimes deadline-driven environment.
• High level of integrity, professionalism, and leadership potential.
• Excellent analytical, organizational, and problem-solving skills.
• Proactive, self-driven professional who takes ownership.
• Collaborative team player and strong communicator.
• Passionate about helping clients achieve long-term financial goals and success.
• Strong communicator who builds trust and lasting relationships with clients and co-workers.
• Must be willing to work fully on-site in Newport Beach or Los Angeles.