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Job description
Wealth Advisors
As a Wealth Advisor, you will provide personalized investment strategies and comprehensive financial plans that help clients grow, protect, and preserve their legacy. Ideal candidates bring deep technical expertise in wealth management and financial strategy, paired with a passion for offering clients clear guidance on their financial journey.
A CFP® designation is required, and many of our Wealth Advisors also hold insurance licenses across multiple states.
Client Relationship Managers
As a Client Relationship Manager, you will be integral to delivering a seamless, elevated client experience. You'll support the service and operational needs of our Wealth Advisors while collaborating closely with our Custodians. Your responsibilities will include managing all post-sale services, client support, and relationship oversight to ensure our clients receive exceptional care. Additionally, you will play a key role in strategic internal projects and firm-wide initiatives that drive continuous improvement and success.
Worksite address
newport coast, CA, 92657, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.