Senior Wealth Advisor
Miramontes Capital
Miramar? No, Miramontes Capital seeks an experienced Financial Advisor with a substantial client book (>$20M AUM) to join a family-office–style platform. The role emphasizes integrated wealth management across tax, accounting, lending, and insurance, coordinated by the advisor to deliver comprehensive strategies. The advisor will leverage existing relationships, deepen client engagements, and partner with in-house professionals to uncover needs and grow the practice through marketing, sales, and #J-18808-Ljbffr
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Newport Beach, CA vacancy
$28 - $31 per hour
...A luxury watch brand is seeking a Senior Client Advisor in Costa Mesa, CA. The successful candidate will achieve sales goals while providing exceptional customer experiences, particularly for ultra-high-net-worth individuals. This role requires a Bachelor's degree, fluency...SeniorHourly payRichemont
Costa Mesa, CA1 day ago- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region-wide business development and client service. The role emphasizes retention, cross-sell into Custom Wealth, onboarding new clients...Senior
- Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts, process wires... ...accurate records to support relationship management and wealth services. The role requires 3-5 years of related experience, strong...SeniorWork at office
- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business... ...clients, and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The role...Senior
$105.4k - $207.8k
...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation...SeniorLocal areaVisa sponsorship$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship- ...Miramontes Capital is seeking an experienced Financial Advisor with an established book of business and a minimum of $20 million in assets... ...organization that brings together tax and accounting, wealth management and broker-dealer capabilities, residential and commercial...SeniorWork at office
Miramontes Capital
Newport Beach, CA17 hours ago $105.4k - $207.8k
...partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement team, you will protect and advance the...SeniorLocal areaVisa sponsorship- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning and to grow an existing book of business. You will build trusted relationships based on transparency and long-term stewardship while delivering...Senior
- A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing...Senior
$110.7k - $218.3k
...face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with business...SeniorLocal areaVisa sponsorship$116.2k - $229.1k
Position Summary Senior Consultant, Strategy, Growth, and TransformationJoin Deloitte’s Finance Transformation team and help clients modernize the future of finance. In this role, you will work with Finance and Technology leaders to address complex challenges across...SeniorLocal area- Mercer Advisors in Newport Beach, CA is seeking a Senior Financial Planner I to join our Financial Planning Group. You will create customized and comprehensive financial plans for clients in collaboration with advisor teams, supporting the client experience from planning...Senior
- ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... ...approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work...SeniorImmediate start
Columbia Banking System, Inc.
Irvine, CA4 days ago $95k - $140k
Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This full-time position requires strong analytical skills, a deep understanding of securities products, and a commitment to exceptional...SeniorFull time- Crowe in the United States is seeking a Temporary Senior Consultant for Financial Crime Audit & Testing to support AML/BSA compliance engagements for financial institutions. You will work with cross-functional teams and senior auditors to execute testing across risk areas...SeniorTemporary work
- KeyBank Real Estate Capital is seeking a Senior Mortgage Banker to originate commercial real estate loans across CMBS, life company, Fannie Mae, Freddie Mac, and debt fund channels. Based in Newport Beach, the role collaborates with Relationship Managers and brokers to...Senior
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Irvine, California. In this role, you will provide exceptional financial advisory services, building strong client relationships and mentoring junior team members within a dedicated team. The position requires...Senior
- ...currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office. This... ...experience: enhancing our clients’ lives through alignment of their wealth and what matters. Responsibilities Using our eMoney...SeniorWork at office
- ...are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in... ...management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients,...SeniorWork at office
Beacon Pointe Advisors LLC
Newport Beach, CAmore than 2 months ago $128k - $252.5k
...the opportunity to support finance integration and separation efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance, accounting, and treasury priorities while...SeniorLocal area$116.2k - $229.1k
...along the Finance Transformation journey. Recruiting for this role ends on 09/14/2026. Work you'll do As a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve the toughest client problems. From learning to leadership, this is your...SeniorLocal areaVisa sponsorship$64.17k - $102.81k
...About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services,... ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a...SeniorWork experience placementH1bWork at officeWorldwideMonday to FridayFlexible hoursNorthern Trust
Newport Beach, CA1 day ago$76.5k - $90k
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...a comprehensive financial plan. In the Senior Financial Planner I role, you will work... ...Collaborate with other groups within Family Wealth Services and Investments to develop...SeniorTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Northern Trust in Newport Beach, CA is seeking a Personal Banker to support client accounts, process wires and transfers, open and close accounts, and maintain accurate records. The successful candidate will work in-office, collaborate with relationship management and NCSS...SeniorWork at office
$116.2k - $229.1k
...today face disruption from artificial intelligence, market volatility, and regulatory change, such as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics...SeniorLocal areaVisa sponsorship- Tiberius Aerospace in Newport Beach, CA seeks a Senior FP&A Analyst to lead budgeting, forecasting and business analysis as the company scales its programs and infrastructure. You will partner with engineering, operations, supply chain and corporate functions to provide...Senior
- Anduril Industries is a defense technology company redefining U.S. and allied military capabilities with advanced tech. As a Senior Financial Analyst supporting the Air Defense line, you will own program financial management, forecasting, and reporting across multiple...Senior
- ...is a defense technology company transforming U.S. and allied military capabilities with AI, autonomy, and advanced munitions. The Senior Financial Analyst role supports the Advanced Effects Business Line within the Air Dominance & Strike division, handling product and...SeniorContract work
$129k - $171k
Anduril Industries is looking for a Senior Financial Analyst in Costa Mesa, California, to manage financial responsibilities for missile programs in the Air Dominance & Strike Division. This critical role requires 3-7 years of financial analysis experience, a background...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- financial planner cfp Newport Beach, CA
- senior financial advisor Newport Beach, CA
- financial advisor development program Newport Beach, CA
- jde finance consultant Newport Beach, CA
- estate planning consultant Newport Beach, CA
- associate corporate finance Newport Beach, CA
- wealth advisor Newport Beach, CA
- financial planning associate Newport Beach, CA
- financial consultant Newport Beach, CA
- financial planner Newport Beach, CA