Wealth Advisor
Mission Wealth
- Salary
- $130k
- Experience
- 5+ yrs
- Location
- Newport Beach or San Diego
- Job type
- Full-time
Required skills
- Microsoft Office
- Schwab Advisor Center
- Fidelity Wealthscape
- Salesforce
- MoneyGuide
- E-Money
- Tamarac AdvisorView
- Holistiplan
- Hidden Levers
About the role
5+ years wealth management advisory experience; Bachelor's degree; active CFP or CFA designation; experience with Schwab Advisor Network and Fidelity Wealthscape; MS Office proficiency; legal authorization to work in the US without sponsorship.
About Mission Wealth
Primarily employee-owned investment adviser providing financial planning and investment management to high-net-worth individuals and families.
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