Wealth Advisor Driven, Client‑First Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Steel Peak Wealth is seeking a Wealth Advisor to join our growing, collaborative team in Newport Beach, CA. You’ll build long‑term client relationships, deliver personalized financial advice, and help clients meet goals across retirement, estate, tax, and risk planning.
In a high‑performing environment, you’ll leverage advanced planning tools, stay current on market trends, and contribute to growing assets under management while providing excellent client outcomes.
We have an opening for a Wealth Advisor — Growth‑Driven, Client‑First Planning in Newport Beach, CA, United States within Finance, Sales.
Join Steel Peak Wealth and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Advisor — Growth‑Driven, Client‑First Planning role at Steel Peak Wealth, based in Newport Beach, CA, United States.
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