Senior Wealth Advisor — CFP/CFA | Growth & Equity Path

Mission Wealth Management Lp; Newport Beach (CA); On-site; USD 200,000 - 260,000; Full time

Job summary

Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions.

You will work with Lead Advisors and a support team to service up to 100 households, while growing business and maintaining impeccable attention to detail. A CFP or CFA designation is required.

Qualifications

• 5+ years’ proven experience as an advisor in wealth management.
• Bachelor’s Degree.
• Must have a valid and active CFP or CFA designation.
• Experience with Schwab Advisor Network (SAN) and Fidelity Wealthscape (WAS).
• Experience delivering holistic, comprehensive wealth-planning solutions.
• Excellent attention to detail, multitasking, and time management.
• Ability to begin taking on clients immediately.
• Proficient with MS Office Suite; ability to create complex and impactful presentations/analysis.
• Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers.
• Outstanding ability to communicate, present, and influence your team and clients.
• Volunteer journey.

Responsibilities

• Work with a high-performing & growth-oriented team.
• Provide technical financial support to clients and Lead Advisors.
• Deliver wealth service model to up to 100 households.
• Receive support from a Wealth Advisory Associate and operations team.
• Some focus on weekly business development/referrals.
• Manage ongoing client service while taking on new clients.
• Speak your mind, have your voice heard, and streamline processes.
• Grow professionally with team and leadership.
• Be financially rewarded for putting in the hard work.

Skills

Communication

Client relationships

Time management

Multitasking

Leadership

Education

Bachelor’s Degree

CFP or CFA designation

Tools

MS Office Suite

Salesforce

MoneyGuide

E-Money

Tamarac AdvisorView

Holistiplan

Hidden Levers

Schwab Advisor Center

Fidelity Wealthscape

Job description

Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions.

You will work with Lead Advisors and a support team to service up to 100 households, while growing business and maintaining impeccable attention to detail. A CFP or CFA designation is required.