Wealth Advisor (Hybrid: Newport Beach, CA)
$75,000–$200,000 year
Remote · Newport Beach, California, United States or United States
Newport Beach, California, United States or United StatesRemoteFull Time$75,000–$200,000 yearSenior LevelBachelors DegreeUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
Wealth Advisor to deepen client relationships and grow practice through referrals, requiring 10-15 years experience, a CFP qualification, and offering a hybrid work environment with a salary range of $75,000 to $200,000.
Required Qualifications
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- 10-15 years of job-related experience
- Certified Financial Planner (CFP) designation required
- Series 65 required
Desired Qualifications
- Master's degree
- Chartered Financial Consultant (ChFC)
- Personal Financial Specialist (PFS)
- Chartered Financial Analyst (CFA)
- Chartered Investment Consultant (CIC)
Additional Requirements
- E-Verify participation for work authorization confirmation
- Not accepting unsolicited resumes from agencies
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