Wealth Advisor - Path to Equity & Growth

Mission Wealth; Newport Beach (CA); Vor Ort; USD 70.000 - 130.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision coverage

401(k) with Profit Sharing

Volunteer Time Off (VTO)

Sabbaticals

Education reimbursements

Zusammenfassung

Mission Wealth, a Barron’s Top 100 RIA, seeks a growth-minded Wealth Advisor with CFP or CFA to join our award-winning team in Newport Beach. You will manage relationships with high-net-worth individuals, executives, and families, delivering comprehensive wealth-planning solutions.

Collaborate with Lead Advisors and associates, grow the client base, and be rewarded with a structured path to equity ownership and long-term career growth.

Qualifikationen

• 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).
• Deliver holistic, comprehensive wealth-planning solutions for clients.
• Strong attention to detail, multitasking, and time management.

Aufgaben

• Collaborate with Lead Advisor and team to serve high-net-worth clients.
• Grow client base by developing new relationships and referrals.
• Provide technical financial support and deliver integrated wealth services to up to 100 households.
• Support client service and practice management with advisory associates and operations.
• Communicate effectively and influence clients and team.

Kenntnisse

Wealth management experience

CFP/CFA designation

SAN experience

Fidelity Wealthscape experience

Holistic wealth planning

MS Office proficiency

Client management

Presentations/analysis

CRM familiarity

Ausbildung

Bachelor's Degree

Tools

Schwab Advisor Center

Fidelity Wealthscape

Salesforce

MoneyGuide

E-Money

Tamarac AdvisorView

Holistiplan

Hidden Levers

Jobbeschreibung

Mission Wealth, a Barron’s Top 100 RIA, seeks a growth-minded Wealth Advisor with CFP or CFA to join our award-winning team in Newport Beach. You will manage relationships with high-net-worth individuals, executives, and families, delivering comprehensive wealth-planning solutions.

Collaborate with Lead Advisors and associates, grow the client base, and be rewarded with a structured path to equity ownership and long-term career growth.