Wealth Advisor: Growth & Private-Client Impact (CFP/CFA)

Mission Wealth; Newport Beach (CA); On-site; USD 117,000 - 143,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth, a Barron’s Top 100 RIA and recognized Best Place to Work by Fortune and others, is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our Newport Beach team. You will manage high-net-worth clients and collaborate with senior advisors to drive results.

The role offers a base salary of $130,000 plus performance-based bonuses and a clear path to equity ownership through partnership, with comprehensive benefits.

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 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.

Responsibilities

• 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

Skills

Wealth management experience

Client relationship building

Communication skills

Attention to detail

Time management

Business development

Education

Bachelor’s Degree

Tools

MS Office Suite

Schwab Advisor Network (SAN)

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac AdvisorView

Holistiplan

Hidden Levers

Job description

Mission Wealth, a Barron’s Top 100 RIA and recognized Best Place to Work by Fortune and others, is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our Newport Beach team. You will manage high-net-worth clients and collaborate with senior advisors to drive results.

The role offers a base salary of $130,000 plus performance-based bonuses and a clear path to equity ownership through partnership, with comprehensive benefits.