We are currently seeking qualified candidates to join Beacon Pointe as a Salesforce Data Specialist. The candidate will work as part of a team responsible for management of firm data on the Salesforce platform in alignment with business needs. The candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.
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.
Interested Candidates: Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile.