Job Description

We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families. 

Responsibilities include, but are not limited to:

• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals
• Providing comprehensive personal financial planning to clients via a telephone and electronic mail environment
• Providing objective education to help clients meet their goals and achieve financial wellness
• Partnering with clients to ensure they take action and hold themselves accountable
• Providing concierge level service to a select group of high net worth clients. This entails frequent communication with clients and internal associates – both verbally and in writing