Wealth Advisor — Growth‑Driven, Client‑First Planning

SteelPeak Wealth; Newport Beach (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with matching after one year

Job summary

SteelPeak Wealth is seeking a Wealth Advisor to join our growing, collaborative team in Newport Beach, CA. You’ll build long‑term client relationships, deliver personalized financial advice, and help clients meet goals across retirement, estate, tax, and risk planning.

In a high‑performing environment, you’ll leverage advanced planning tools, stay current on market trends, and contribute to growing assets under management while providing excellent client outcomes.

Qualifications

• Bachelor’s degree in finance, economics, accounting, business, or related field.
• 5+ years of experience as a licensed financial advisor or in a client-facing wealth mgmt role.
• Proven success in managing client relationships and growing assets under management (AUM).
• Strong knowledge of financial planning principles, investment strategies, and regulatory standards.
• Excellent communication, presentation, and interpersonal skills.
• Entrepreneurial mindset with proven business development experience.
• Passion for empowering clients to achieve their financial goals.

Responsibilities

• Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
• Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
• Conduct regular reviews of clients' financial portfolios and provide proactive recommendations for adjustments and improvements.
• Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
• Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
• Collaborate with other team members to deliver comprehensive financial planning services.
• Maintain accurate and detailed records of client interactions and financial plans.

Skills

Client relationship management

Communication

Business development

Financial planning

Regulatory knowledge

Entrepreneurial mindset

Education

Bachelor’s degree in finance, economics, accounting, business, or related field

Job description

SteelPeak Wealth is seeking a Wealth Advisor to join our growing, collaborative team in Newport Beach, CA. You’ll build long‑term client relationships, deliver personalized financial advice, and help clients meet goals across retirement, estate, tax, and risk planning.

In a high‑performing environment, you’ll leverage advanced planning tools, stay current on market trends, and contribute to growing assets under management while providing excellent client outcomes.