Newport Beach - Financial Advisor

Are you looking to build and develop a long-term career helping clients meet their financial goals?

As a Financial Advisor at Cutler Investment Group, you will have the opportunity to learn from our top advisors, master the art of client relationship management, gain the expertise of building impactful financial strategies, and successfully guide clients toward achieving their financial goals.

ENDLESSLY CURIOUS AND ALWAYS UP FOR A CHALLENGE. You proactively seek growth and push yourself in new areas.

HUMBLE WITH A SELF-STARTER MENTALITY. You are comfortable saying, "I don't know, but I will go find out” while collaborating effectively with the team.

• Immerse yourself in the “Cutler Way”, company processes, industry positioning, and available resources.
• Schedule meetings, and on-on-ones with staff and senior leadership.
• Observe client meetings with Senior Wealth Advisors and begin supporting clients operationally.
• By day 60, independently handle 90% of operational client management tasks.

• Provide operational support for Senior Wealth Advisors’ client portfolios while deepening knowledge in investment strategies, tax planning, and insurance.
• Actively observe, debrief, and collaborate on client needs and next steps.
• At 4-6 months, join client meetings and help manage and service accounts.

• Add value in client annual reviews by preparing materials and flagging issues.
• Analyze clients' financial situations, conduct research, and prepare data for strategies under senior guidance.
• Attend social events with advisors to build relationships and develop prospecting skills.
• Leverage internal training resources for continuous personal growth.

• Take on more lead responsibilities with client books of business.
• Learn prospecting and business development techniques to begin winning more new clients.
• Progress toward managing complex needs independently and growing your own book of business.

• 2+ years of work experience as a Financial Advisor, Para-Planner, or FA Associate. (strong client-facing and attention to details skills)
  required
• Demonstrated experience managing budgets, tracking investments, or trading required
• Strong foundational knowledge of financial concepts through own personal interest or professional skills acquired required
• Passion for learning and a drive to grow within the financial services industry required
• Willingness to engage with people, develop relationships, and continuously learn to meet client needs required
• Ability to acquire Series 65 license within the first year of employment required
• Bachelor’s degree in business, economics, finance, management, or a related field highly preferred
• Background in financial services, banking, insurance, or related fields required, though experience in product-based sales a plus
• Completion of coursework for CFP (Certified Financial Planner) and CPA (Certified Public Accountant) designation a plus

The compensation range is $105,000-$135,000 annually, commensurate with experience level & skillset

Well-Being: Paid Vacation, Sick Time & Holidays | “Work Hard / Play Hard / Support Your Family” policy for employees meeting / exceeding performance expectations

Training & Development: Off-site training 2x/year | Developing Training library and other internal resources

Institutions don’t manage money, people do. For decades, Cutler professionals have been fiduciaries for our clients. Advocates who always put our clients’ interests first. Whether you are an individual investor, a retirement plan trustee, a corporation, or an institution, our pledge is the same. We are here for you.

Our professionals have decades of experience managing portfolios, designing investment solutions, and building customized plans to help our clients achieve their objectives. Experience should not lead to complacency…