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

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