Wealth Advisor — Path to Partnership & Equity

Mission Wealth

Newport Beach (CA)

On-site

USD 130,000 - 260,000

Full time

2 days ago

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Benefits offered by this job

Medical, dental, and vision coverage

401(k) with Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave Act (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth is seeking a growth-minded Wealth Advisor (CFP or CFA) to join our award-winning team in Newport Beach. You’ll work with high-net-worth clients and collaborate with a strong advisory group to deliver holistic wealth-planning solutions.

The ideal candidate has 5+ years of wealth management experience, a Bachelor’s degree, and a current CFP or CFA designation. Expect a supportive team, growth opportunities, and a pathway to equity ownership as the firm expands.

Qualifications

5+ years’ proven experience as an advisor in wealth management.
Bachelor’s Degree required.
Must have a valid and active CFP or CFA designation.
Experience with Schwab Advisor Network and Fidelity Wealthscape.
Ability to deliver holistic wealth-planning solutions.
Strong communication and presentation skills.

Responsibilities

Develop and manage client relationships with high-net-worth individuals and families.
Collaborate with Lead Advisor, Wealth Advisors, and Advisors Associates.
Provide technical financial support and deliver family office services.
Grow the client base through business development and referrals.
Create comprehensive financial plans and speak clients’ language.