Wealth Advisor to High-Net-Worth Clients (CFP/CPA/CFA/JD) – On-Site

S Piper Staffing LLC; Newport Beach (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

S Piper Staffing LLC seeks a Financial Advisor (CFP, CPA, CFA, or JD) for on-site roles in Newport Beach or Los Angeles. The role focuses on comprehensive wealth planning, client relationships, and leadership within a wealth management team. Strong emphasis on tax-efficient strategies and collaborative planning with internal specialists.

Applicants should have a Bachelor's degree, 4+ years of experience with high net-worth clients, and relevant credentials (CFP/CPA/CFA/JD).

Qualifications

• Bachelor's Degree required.
• CFP, CPA, CFA, or JD certification/licensure required.
• 4+ years in wealth management, financial planning or advisory.
• Experience with clients >$3M assets and tax planning emphasis.

Responsibilities

• Lead client engagements and develop comprehensive wealth plans.
• Present financial strategies to high net-worth clients and families.
• Collaborate with tax, estate, and investment planning specialists.
• Mentor junior team members and manage client relationships.
• Oversee client meetings, documentation, and CRM updates.

Skills

Wealth management

Financial planning

Client relations

Portfolio analysis

CRM documentation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

S Piper Staffing LLC seeks a Financial Advisor (CFP, CPA, CFA, or JD) for on-site roles in Newport Beach or Los Angeles. The role focuses on comprehensive wealth planning, client relationships, and leadership within a wealth management team. Strong emphasis on tax-efficient strategies and collaborative planning with internal specialists.

Applicants should have a Bachelor's degree, 4+ years of experience with high net-worth clients, and relevant credentials (CFP/CPA/CFA/JD).