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.
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 Senior Financial Planning team at Beacon Pointe who are dedicated to servicing sophisticated, high net worth individuals and families.
Specific responsibilities include, but are not limited to: