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
$128k - $252.5k
...transactions with corporate and private equity clients, this role offers the... ...deals and capture value. As a Senior Consultant in M&A Finance &... ...PE clients across inorganic growth/divestiture scenarios through... ...Chartered Financial Analyst (CFA), or other advanced...Employment EquitySeniorLocal area- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...for enhanced lead flow and growth for our Advisors. Responsibilities... ...Financial planning experience preferred ~ CFP®, CFA, or other professional designations preferred...Senior
- 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
$130k
...(Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA designation to join our award-winning team! If you... ...-based incentives, and a transparent pathway to equity ownership. We are deeply committed to...Employment EquityFull timeImmediate start- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business... ...retain clients, and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The...Senior
$74.93k - $153k
...be a part of the largest growth area in the tax industry?... ...opportunity for you as a Tax Senior on our growing team!... ...including hedge funds, private equity, investment partnerships,... ...:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred: Advanced...Employment EquitySeniorWork at officeLocal area$105.4k - $207.8k
...ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible... ...engagements for corporate and private equity clientsAnalyzing financial, operational,... ...data to inform transaction decisions and growth strategiesDeveloping business cases,...Employment EquitySeniorLocal areaVisa sponsorship$129k - $171k
...finance, or in a finance role at a high growth hardware companyYou have a strong understanding... ...-times require comms to large groups and senior leadershipYou enjoy working at a place... ...considerations. Highly competitive equity grants are included in the majority of full...Employment EquitySeniorFull timeWork experience placementImmediate startAfternoon shift$129k - $171k
...finance, or in a finance role at a high growth hardware company You have a strong understanding... ...-times require comms to large groups and senior leadership You enjoy working at a place... ...considerations. Highly competitive equity grants are included in the majority of full...Employment EquitySeniorFull timeWork experience placementAfternoon shift$85k - $150k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...- including size, growth, service quality, technology... ...here.Job Summary:The Wealth Path Wealth Advisor works in... ...Financial Planner (CFP) designation; additional... ...Chartered Financial Analyst (CFA) or Chartered...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$105.4k - $207.8k
...Senior Consultant, M&A Team Our Deloitte Strategy & Transactions team helps guide clients... ...engagements for corporate and private equity clients Analyzing financial, operational... ...data to inform transaction decisions and growth strategies Developing business cases,...Employment EquitySeniorVisa sponsorship- 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...SeniorWork at office
- ...We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment... ...in client assets. Our advisors average $575,000 in GDC. Our... .... About the Role: A Senior Wealth Advisor is an experienced... ...professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required...SeniorImmediate start
- ...Aerospace is seeking a highly capable Senior FP&A Analyst to lead financial... ..., with a clear short-term path to FP&A Manager for the right... ...environment that supports growth and execution Core Responsibilities... ...You Competitive base salary Equity (stock option grant) Flexible...Employment EquitySeniorTemporary workLocal areaFlexible hours
$32.5 - $36 per hour
...Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive... ...opportunities with TurboTax’s network of growth-minded professionals and marketing... ...position will be eligible for a cash bonus, equity rewards and benefits, in accordance with...Employment EquitySeniorLocal area$146k - $194k
...ABOUT THE JOBWe are looking for a Senior People Program Manager to own... ...state, project-plan the path to get there, and execute relentlessly... ....Experience at high-growth technology or defense companies... ...considerations. Highly competitive equity grants are included in the...Employment EquitySeniorFull timeWork experience placementImmediate start- Tiberius Aerospace in Newport Beach, CA seeks a Senior FP&A Analyst to lead budgeting, forecasting and business analysis as the company... ...This high-visibility role reports to the Director of Finance and offers clear growth to FP&A Manager. #J-18808-Ljbffr Tiberius AerospaceSenior
$78.68k - $160.75k
...technology-enabled solutions. As a Senior, Tax Services in Deloitte Tax LLP’s... ...across industries including private equity, real estate, technology,... ...AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP) Preferred: Advanced degree in Tax,...Employment EquitySeniorWork at officeLocal areaVisa sponsorship2 days per week3 days per week$129k - $171k
...tremendous opportunities for professional growth.ABOUT THE JOBAnduril’s International... ...singular focus on helping Anduril deploy its path-making technology into operational settings... ...considerations. Highly competitive equity grants are included in the majority of full...Employment EquitySeniorFull timeFor contractorsWork experience placementImmediate start$150k - $222k
...everyone. THE OPPORTUNITYAs the Senior Manager, Planning, you will... ...disciplines needed to support growth.LOCATIONThis hybrid position will... ...work, and create development paths as the capability grows.Own... ...eligible for annual cash bonuses and equity awards based upon performance...Employment EquitySeniorWork at officeLocal areaRemote workWork from homeShift work$166k - $220k
....ABOUT THE JOBWe are hiring a Senior Technical Program Manager for... ...as with the customer, and the Growth team to satisfy the technical... ...engineering team. Develop the technical path for success, identify... ...considerations. Highly competitive equity grants are included in the...Employment EquitySeniorFull timeWork experience placementImmediate start$130k - $160k
..., Denver or Akron, OH. ***The Growth Marketing Engineer is responsible... ..., and effective. This senior individual contributor role sits... ...systems. Serves as the principal advisor on growth performance architecture... ...for employee.401k + matching.Equity Option Grant.Unlimited PTO +...Employment EquitySeniorFull timeWork at officeRemote work$235k - $300k
...consequential private wealth disputes - and help build... ..., and a credible path to ownership. RMO LLP offers... ...matters. We are seeking a Senior Attorney to help lead... ...to the continued growth of a specialist practice... ...Attorney to Income Partner to Equity Partner is tied to...Employment EquitySeniorFull timeWork at officeFlexible hours$125k - $165k
...to support our clients’ growth and expansion.... ...seeking a Manager (or Senior Manager) to join our Emerging... ...Serve as a trusted tax advisor to emerging growth companies... ...—from formation and equity compensation through fundraising... ..., along with a clear path for professional growth...Employment EquitySeniorWork at officeRemote work$191k - $253k
...service runs on. We’re hiring a Senior Sales & Capture Manager to own... ...prime and subcontractor paths, and sell the system — compute... ...portfolios at a moment of rapid growth, with the mandate to turn program... .... Highly competitive equity grants are included in the majority...Employment EquitySeniorFull timeWork experience placementFor subcontractorImmediate start$166k - $208k
...responsible for managing the execution, growth, and success of our customer accounts. Working... ...as part of a team? At Anduril, the path to success weaves through the organization... ...business considerations. Highly competitive equity grants are included in the majority of...Employment EquitySeniorFull timeContract workWork experience placementImmediate start$160k - $190k
...country. As we continue our nationwide growth, we’re seeking accomplished senior attorneys who bring courtroom... ...Design – Our commitment to diversity, equity, and inclusion is more than a... ...our proven defense methods, clear paths to leadership, and robust professional...Employment EquitySeniorFull timeWork at officeRemote workFlexible hours$146k - $194k
...hardware and share what they know.Professional Growth: Continuous learning, advanced professional development, and a clear path forward within a rapidly expanding company.US... ...business considerations. Highly competitive equity grants are included in the majority of full...Employment EquitySeniorFull timeContract workWork experience placementImmediate start- ...management, with significant opportunity for long-term growth and promotion from within. The role will focus on debt and equity capitalization of development projects,... ...financial analysis. Work directly with senior development and finance leadership across multiple...Employment EquitySenior
$64.17k - $102.81k
...Northern Trust As a global leader in innovative wealth management, asset servicing, asset... ...discretionary bonus program that may include an equity component. Work Authorization Applicants... ...within the organization is encouraged, senior leaders are accessible, and you can take...Employment EquitySeniorWork experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours
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