Financial Advisor, MWM Planners
Overview:
The Financial Advisor will play a critical role in serving existing clients MWM Planners. This position involves being the primary point of contact for assigned clients; developing and delivering comprehensive financial plans, and engaging with clients to understand their financial goals. This role will also assist with identifying, engaging, and onboarding new clients for the firm. Responsibilities include managing client communications, analyzing investment portfolios, and contributing to firm initiatives. The role requires attending client meetings, conferences and networking events, with travel required up to 5-15% of the time.
About Us:
MWM Planners is an independent financial planning and wealth advisory firm. We provide comprehensive financial counseling and investment advice to those in or near retirement, business owners and women responsible for their financial security. At MWM, we believe the intelligence, education, credentials, and experience of the team has allowed us to create a truly mindful approach towards personalized and trusted guidance for our clients.
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Client Service and Marketing Associate
About Prosperity Wealth Planning
Prosperity Wealth Planning is a boutique financial planning practice that respects and cares about our team as much as we do our clients. Our clients are working professionals, retirees and families with a minimum of $500,000 in investable assets. With our core values of simplicity, transparency, and progress, we are driven to transform clients into members of our family and ultimately, firm advocates through the successful use of client-centric fiduciary standards and values-based financial planning.
Position Description
The Client Service and Marketing Associate is a full-time, hybrid position and will be exposed to many service and marketing related facets of the firm. A wide variety of ad hoc projects will be assigned to acquaint the candidate with the practice's everyday workings.
Compensation and Benefits
The position pays $30.00 - $35.00 per hour and is eligible for an annual discretionary performance bonus. Benefits include medical insurance, 401k retirement plan and paid time off.
Work Location
The hours of the position are Monday through Friday 8am – 5pm. This is hybrid position and requires that the employee work in the office in Irvine, 3-4 days per week. No relocation assistance is offered and applicants must be available for an on-site interview.
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Financial Client Service Associate
Location: Newport Beach, CA
Employment Type: Full-Time, In-Office (Potential Option for Hybrid)
Salary Range: 80K-140K
Position Summary: The Financial Client Service Associate is responsible for overseeing investment operations, including administration and client service. As a key member of the investment team, this role builds trusted relationships with clients and leads with a client-first mindset, requiring strong interpersonal skills to deliver an exceptional client experience. The ideal candidate has extensive experience in private wealth management, demonstrates excellent attention to detail, thrives in a collaborative team environment, and has a proven ability to prioritize tasks in a dynamic work setting. They are process-oriented, take ownership of their work, and uphold the highest standards of integrity.
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