Senior Wealth Advisor — CFP/CFA | Growth & Equity Path

Mission Wealth Management Lp

Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with Lead Advisors and a support team to service up to 100 households, while growing business and maintaining impeccable attention to detail. A CFP or CFA designation is required. #J-18808-Ljbffr Mission Wealth Management Lp

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Vacancy posted 3 days ago

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