Associate Financial Planner

Location

Newport Beach, CA | United States

Job description

Associate Financial Planner | Newport Beach, CA

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:

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

Qualifications

Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not necessary)

3-5 years of financial planning experience

Experience working in wealth management, and competency with eMoney

Completed coursework for CFP designation preferred

Highly organized and able to excel in a fast-paced environment

Analytical with basic proficiency in excel

Excellent written and verbal communication skills

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.

About Beacon Pointe Advisors

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’sand more. For more information, please visit www.beaconpointe.com.

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Salary