Job Description
Wealth Manager / Financial Advisor – McCarthy Wealth Management (Newport Beach, CA) Full-Time | $90,000 – $150,000
About the Role
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. We offer career growth with a balanced reasonable work week with 3 weeks paid time off, 11 paid holidays, a competitive base salary, health insurance benefits, a generous 401(k) profit share, and bonuses based on performance.
Key Responsibilities
- Deliver a best-in-class service experience to a sophisticated client base through proactive communication and follow-through
- Serve as a trusted advisor for clients’ financial planning, investment management, and wealth strategy needs
- Cultivate new client relationships through networking, referrals, and professional connections
- Represent the firm with professionalism and integrity in all client and industry interactions
- Contribute to internal projects and process improvement initiatives to enhance firm operations
Qualifications
- Bachelor’s degree required; majors in Finance, Business, or Economics preferred
- Active Series 7 and 66 licenses (or Series 63 and 65)
- Professional designation such as CFP® or CFA strongly preferred
- Minimum of 5 years of experience in wealth management or financial planning
- Experience working with qualified retirement plans is a plus
- Excellent written and verbal communication skills
- Ability to manage multiple priorities efficiently and meet deadlines
- A collaborative team player with a self-starter attitude and sales-minded approach
- Proficiency in Microsoft Excel, PowerPoint, and Outlook
- Must be able to pass background check
Who You Are
You’re an outgoing, motivated professional with a passion for helping clients achieve their financial goals. You thrive in a fast-paced environment and excel at building strong relationships. You are organized, detail-oriented, and eager to contribute to the growth of a client-focused firm.
The ideal applicant will want to grow both personally and professionally in this position.
We see this role as a career, not a job, and want you to see it that way too.
Benefits
- 401(k) retirement plan
- Profit sharing plan
- Health insurance
- Disability insurance
- Paid time off
- Tuition reimbursement
To apply, please send your resume AND cover letter to info@MWMplanners.com.
About McCarthy Wealth Management
McCarthy Wealth Management is an independent wealth advisory firm based in Newport Beach, CA. Affiliated with an independent broker-dealer, we specialize in providing clear, objective financial advice and investment management services to high-net-worth individuals, families, and business owners. Learn more at www.MWMplanners.com.
3300 Irvine Avenue, Suite 310, Newport Beach, CA 92660 • Office (714) 245-1381 • www.MWMplanners.com
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately
owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Job Type: Full-time
Pay: $90,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
- Tuition reimbursement
Compensation Package:
- Bonus opportunities
- Profit sharing
Work Location: In person