Wealth Planning Specialist (CFP) - Client-Focused Financial Guidance
Beacon Pointe
Beacon Pointe is seeking a Financial Planner for their Newport Beach, CA office. In this role, you will create financial plans and assist Wealth Advisors in client meetings. You should possess a CFP® designation and have 3-5 years of financial planning experience. Key responsibilities include providing comprehensive personal financial planning and educating clients to achieve financial wellness. Proficiency in Microsoft Office and the ability to analyze data will be essential. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 22 hours ago
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