Wealth Manager – McCarthy Wealth Management (Newport Beach, CA)
Full-Time | $90,000 – $150,000
McCarthy Wealth Management is seeking a highly qualified and experienced Wealth Manager to join our team in Newport Beach, CA. This full-time position offers the opportunity to work closely with the firm’s founder and team to serve a select clientele of high-net-worth individuals, including business owners and their families. The ideal candidate will be responsible for managing both existing and new client relationships, with a strong focus on comprehensive financial planning, retirement strategies, and estate planning solutions.
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Walnut Creek, California
Associate Financial Planner
Support lead advisors in the preparation of financial planning materials and development of planning and investment recommendations. Coordinate the implementation of planning recommendations with outside professionals when necessary. Be available to field ad hoc questions from clients, and complete ad-hoc tasks. Improve the quality of lives of the clients served and assist firm in serving more clients through expanded capacity.