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Wealth Management Advisor

Company: Reilly Financial Advisors
Location: Newport Beach
Posted on: January 15, 2021

Job Description:

Named to Barron---s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine---s Fastest-Growing 50 Firms, and a recipient for San Diego---s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for is looking for a CFP-- professional to assume the role of Senior Wealth Advisor in our Newport Beach office.
The successful candidate must exhibit excellent written and verbal skills and will:
--- Serve as the client facing advisor and be responsible for all ongoing communication--- Understand and communicate the firm---s investment philosophy and portfolio to prospects and clients--- Review and implement client financial plans with the support of a financial planner--- Conduct all ongoing review meetings with clients-----Coordinate tax planning and tax preparation with CPA professionals
The ideal candidate is a CERTIFIED FINANCIAL PLANNER--- certificant with 5 or more years of experience in an investment, financial planning, accounting, or other financial services organization, with strong client relationship experience.--The successful candidate must have:
--- BA/BS degree--- Sophisticated communication, presentation, listening, and analytical skills----- Strong knowledge of and the ability to present investment, personal finance, and tax planning concepts
Familiarity with RIA custodians, Charles Schwab, TD Ameritrade and Tamarac technology suite is a plus.
This is a salary plus bonus position with benefits.
Reilly Financial Advisors is a Registered Investment Adviser with $1 billion under management. We work with over 1,000 client households across the United States and in over a dozen countries around the world.--

Keywords: Reilly Financial Advisors, Newport Beach , Wealth Management Advisor, Executive , Newport Beach, California

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