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Wealth Advisor at Pacific Coast Business Times, Inc.

Compensation

$200,000 – $260,000/yr

Location
Newport Beach, California
Type
Full-time
Level
senior
Posted

Description

Mission Wealth is hiring a full-time Wealth Advisor to provide technical financial support, manage and onboard high-net-worth clients, deliver comprehensive wealth-planning solutions, and collaborate with Lead Advisors and other advisory staff. The role requires at least five years of wealth-management advisory experience, a bachelor’s degree, and an active CFP or CFA designation, along with experience in Schwab Advisor Network and Fidelity Wealthscape. The position is based primarily in the Newport Beach office with frequent travel to San Diego, pays a $130,000 annual base salary plus an estimated $70,000–$130,000+ annual bonus, and does not offer employer-sponsored work authorization.

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