Wealth Advisor

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Professional Newport Beach, CA, US

4 days ago Requisition ID: 1163

Salary Range: $200,000.00 To $260,000.00 Annually

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisorwith a CFP or CFA designationto join our award-winning team!If you're ready to elevate your career with a leading wealth management company with a commitment to giving back, let's go! Our ideal candidate is a self-starter with experience working in a wealth management role and the ability to take on clients and grow. You define ambition, a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If you can articulate your past success in a demanding advisory role, steering client relationships that drive results, we want to hear from you!

As a Wealth Advisor, your service-oriented nature and impeccable attention to detail are key in this position, as well as in collaborating with your Lead Advisor, fellow Wealth Advisors, and Advisor Associates. Interacting with high-net-worth individuals, executives, business owners, and families, you're confident being yourself and possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in "their" language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as a Wealth Advisor:

• Work with an extremely high-performing & growth-oriented team.
• Provide technical financial support to clients and Lead Advisors
• Deliver family office/private client/integrated wealth/emerging wealth service model to up to 100 households
• Receive support from a dedicated full-time Wealth Advisory Associate and operations team to meet client service and practice management needs.
• Some focus on weekly business development/referrals
• Manage ongoing client service while taking on new clients
• Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day
• Grow yourself personally and professionally with the support of your team and leadership
• Be financially rewarded for putting in the hard work

What You Bring as a Wealth Advisor:

• 5+ years’ proven experience as an advisor in wealth management
• Bachelor’s Degree
• Must have a valid and active CFP or CFA designation
• Experience working within the Schwab Advisor Network (SAN) and Fidelity Wealthscape (WAS).
• Experience delivering holistic, comprehensive wealth-planning solutions for clients.
• Excellent attention to detail, multitasking, and time management skills
• Ability to begin taking on clients immediately
• Proficient with the full 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
• A sincere desire to make a difference not only in your client's lives but in the world, demonstrated through your own volunteer journey

Job Type: Full-time, salaried exempt

Location: This position requires working in the office five days per week, primarily from our Newport Beach office, with frequent travel to our San Diego office.

Salary: $130,000 annual base salary; $70,000 - $130,000+ estimated annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

We offer competitive compensation packages that include base salary, regional revenue shares, performance-based incentives, and a transparent pathway to equity ownership. We are deeply committed to professional growth and long-term alignment with our team members. Qualified individuals have the opportunity to become Partners through a clearly defined and merit-based process, allowing for equity participation in the firm’s success and strategic direction. Benefits include medical, dental, and vision coverage, 401(k) with Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), sabbaticals, wellness benefits, and ongoing educational reimbursements. Our holistic approach supports your financial security, personal well-being, and long-term career growth within the firm.