NewportBeachRecruiter Since 2001
the smart solution for Newport Beach jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Senior Information Technology Project Manager
Description: Role: Senior IT Project ManagerLocation: La Verne, CAType: Long-term Contract,Role Description: We are looking for a Senior IT Project Manager to manage a large IT initiative related to pharma manufacturing. (more...)
Company: I.T. Solutions, Inc.
Location: Santa Monica
Posted on: 01/20/2021

Manager, Systems Engineering 2 - System Safety Engineering
Description: Embark on a career putting innovative, reliable, and agile products and ideas into orbit, and beyond. Northrop Grumman has opportunities waiting for you that play a vital role in human space exploration, (more...)
Company: Northrop Grumman
Location: Redondo Beach
Posted on: 01/20/2021

Construction Site Manager
Description: Growing industrial equipment wholesaler is hiring a Site Manager to join our team preferably with experience in one or more of the following areas: construction, project management, facility maintenance, (more...)
Company: Kimco
Location: Hemet
Posted on: 01/20/2021

Nurse Director of Cardiac Services
Description: A top rated, reputable hospital in Southern California is seeking an experienced Medical Surgical Nurse Director to help lead their amazing team specializing in Cardiovascular Services.The Medical Surgical (more...)
Company: Clinical Management Consultants
Location: Aguanga
Posted on: 01/20/2021

Sr Director of Performance Marketing Personalization and Audience Targeting
Description: About the Role Company is seeking a marketer to coordinate our marketing / messaging efforts to various audiences. Reporting to the CMO, we are looking for someone who will work across multiple teams (more...)
Company: ExecuNet
Location: Santa Monica
Posted on: 01/20/2021

IT Project Manager
Description: Location: Rosemead, CADescription: Our client is currently seeking a IT Project Manager in the Rosmead, CA area.Please email updated resumes to Alaina at achristensen Core Responsibility: Provides (more...)
Company: The Judge Group
Location: Rosemead
Posted on: 01/20/2021

Hiring Now! Summer Camp Program Director
Description: Job Description Galileo is looking for program visionaries to direct current
Company: Galileo Learning
Location: Santa Monica
Posted on: 01/20/2021

Direct Sales Manager
Description: JOB SUMMARY The Spectrum Direct Sales Manager will be responsible for managing the daily operations of the Spectrum Direct Sales department to meet and exceed budgeted sales goals.MAJOR DUTIES AND RESPONSIBILITIES (more...)
Location: Yorba Linda
Posted on: 01/20/2021

Management Trainee
Description: If you're looking to start your career with a company that grows their managers and leaders from within the organization, then the Enterprise Management Training Program is for you. Whether you see yourself (more...)
Company: Enterprise Holdings
Location: Cerritos
Posted on: 01/20/2021

Contracts Manager
Description: Ref ID: 00320-0011650343Classification: Contract AdministratorCompensation: 30.00 to 42.50 hourlyLarge and established organization based in Westwood is looking for an contract administrator for a newly (more...)
Company: Robert Half
Location: Santa Monica
Posted on: 01/20/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Newport Beach RSS job feeds