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Senior Wealth Advisor: Book & Impact
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-27
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading investment advisory firm in Newport Beach is seeking experienced Financial Advisors to build client relationships and provide tailored investment advice. Candidates should have over 5 years of experience in financial advising, a strong track record of client acquisition, and preferably hold professional designations like CFP® or CFA. The role emphasizes collaboration with specialists and a proactive approach to business development, offering a dynamic work environment.
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Position Requirements
10+ Years
work experience
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