Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — CFP/CFA | Growth & Equity Path in Newport Beach, CA vacancy
  • $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 Equity
    Senior
    Local area

    Deloitte

    Costa Mesa, CA
    1 day ago
  •  ...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

    Beacon Pointe Advisors

    Newport Beach, CA
    2 days 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

    Mercer-Advisors

    Newport Beach, CA
    1 day ago
  • $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 Equity
    Full time
    Immediate start

    Mission Wealth

    Newport Beach, CA
    2 days ago
  • 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

    Mercer Advisors

    Newport Beach, CA
    1 day ago
  • $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 Equity
    Senior
    Work at office
    Local area

    Deloitte

    Costa Mesa, CA
    1 day ago
  • $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 Equity
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $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 Equity
    Senior
    Full time
    Work experience placement
    Immediate start
    Afternoon shift

    Anduril Industries

    Costa Mesa, CA
    1 day ago
  • $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 Equity
    Senior
    Full time
    Work experience placement
    Afternoon shift

    Anduril

    Costa Mesa, CA
    3 days ago
  • $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 work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    4 days ago
  • $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 Equity
    Senior
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    3 days ago
  • 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... 
    Senior
    Work at office

    Miramontes Capital

    Newport Beach, CA
    2 days ago
  •  ...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... 
    Senior
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    4 days ago
  •  ...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 Equity
    Senior
    Temporary work
    Local area
    Flexible hours

    Tiberius Aerospace

    Newport Beach, CA
    15 hours ago
  • $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 Equity
    Senior
    Local area

    Intuit

    Costa Mesa, CA
    26 days ago
  • $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 Equity
    Senior
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    1 day ago
  • 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 Aerospace
    Senior

    Tiberius Aerospace

    Newport Beach, CA
    5 days ago
  • $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 Equity
    Senior
    Work at office
    Local area
    Visa sponsorship
    2 days per week
    3 days per week

    Deloitte

    Costa Mesa, CA
    5 days ago
  • $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 Equity
    Senior
    Full time
    For contractors
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  • $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 Equity
    Senior
    Work at office
    Local area
    Remote work
    Work from home
    Shift work

    Chipotle Mexican Grill

    Newport Beach, CA
    1 day ago
  • $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 Equity
    Senior
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    5 days ago
  • $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 Equity
    Senior
    Full time
    Work at office
    Remote work

    Restaurant 365

    Irvine, CA
    1 day ago
  • $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 Equity
    Senior
    Full time
    Work at office
    Flexible hours

    Rmo

    Costa Mesa, CA
    1 day ago
  • $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 Equity
    Senior
    Work at office
    Remote work

    KBF ADVISORY LLC

    Irvine, CA
    21 days ago
  • $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 Equity
    Senior
    Full time
    Work experience placement
    For subcontractor
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    2 days ago
  • $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 Equity
    Senior
    Full time
    Contract work
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    1 day ago
  • $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 Equity
    Senior
    Full time
    Work at office
    Remote work
    Flexible hours

    Tyson & Mendes

    Costa Mesa, CA
    5 days ago
  • $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 Equity
    Senior
    Full time
    Contract work
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    1 day ago
  •  ...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 Equity
    Senior

    RETS Associates

    Costa Mesa, CA
    3 days ago
  • $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 Equity
    Senior
    Work experience placement
    H1b
    Work at office
    Worldwide
    Monday to Friday
    Flexible hours

    Northern Trust

    Newport Beach, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor — CFP/CFA | Growth & Equity Path. Be the first to apply!