Job Description
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as an Associate Financial Planner in our Newport Beach office. This position will be responsible for working with lead advisors to create and manage client financial plans, as well as understanding investments and investment management, with the goal of working towards a career as a wealth advisor.
This is a great opportunity to learn key financial planning skills working closely with the Senior Wealth Advisors in the Newport Beach office, as well as our other members of our team at Beacon Pointe who are dedicated to servicing sophisticated, high net worth individuals and families.
Specific responsibilities include, but are not limited to:
Qualifications
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.