Senior Wealth Advisor

Newport Beach, California
Salary plus bonus, expansive benefits package
Sep 17, 2020
Oct 17, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

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.