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Financial Planner High-Net-Worth Wealth Management
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-10-06
Listing for:
Compak Asset Management
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
Compak Asset Management in Newport Beach, CA is seeking a Financial Planner for a full-time, client-facing role. The ideal candidate will collaborate with Wealth Managers, prepare comprehensive financial plans, and ensure a seamless wealth management experience for high-net-worth families. Required qualifications include a Bachelor's degree, 3+ years of financial planning experience, and strong communication skills. Benefits include competitive salary, a full benefits package, and a 401(k) plan with a company contribution.
This is an excellent opening to take on the Financial Planner for High-Net-Worth Wealth Management role at Compak Asset Management. This role, Financial Planner for High-Net-Worth Wealth Management at Compak Asset Management, could be your next career step. Are you ready to take on the Financial Planner for High-Net-Worth Wealth Management role at Compak Asset Management? We would love to welcome a new Financial Planner for High-Net-Worth Wealth Management to our team in Newport Beach, CA, United States.
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