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Wealth Advisor Private-Client Impact; CFP​/CFA)

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Mission Wealth
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Services, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 130000 USD Yearly USD 130000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Growth & Private-Client Impact (CFP/CFA)

Mission Wealth, a Barron’s Top 100 RIA and recognized Best Place to Work by Fortune and others, is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our Newport Beach team. You will manage high-net-worth clients and collaborate with senior advisors to drive results.

The role offers a base salary of $130,000 plus performance-based bonuses and a clear path to equity ownership through partnership, with comprehensive benefits.

The following opening is for a Wealth Advisor:
Growth & Private-Client Impact (CFP/CFA) with Mission Wealth.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Advisor:
Growth & Private-Client Impact (CFP/CFA) role in the description above.

We appreciate your interest in this position.

Join Mission Wealth and contribute to our ongoing work.

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