Ca Hq Financial Planner

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a 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.

 

Responsibilities

  • Using our eMoney financial planning technology to input financial information and link client accounts
  • Working directly with clients to collect key documents for financial planning
  • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
  • Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
  • Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
  • Frequent communication with clients and internal associates - both verbally and in writing
  • Participate in client meetings where needed
  • Other duties as assigned