Senior Financial Planner — Align Wealth with What Matters
Beacon Pointe
A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing client portfolios. The ideal candidate has 3-5 years of experience in financial planning, communication skills, and a degree in Finance, Business, or Economics. This position offers growth opportunities for candidates willing to pursue CFP certification. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 22 hours ago
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