Wealth Planning Specialist (CFP) for High-Net-Worth Clients
Beacon Pointe Advisors LLC
A leading financial advisory firm in Newport Beach, CA is seeking an experienced Financial Planner to join their Financial Planning Department. The role involves creating financial plans, managing data, and engaging with Wealth Advisors to enhance client services for high-net-worth individuals and families. Ideal candidates have a CFP® designation, a Bachelor's degree, 3-5 years of experience, and proficiency in Microsoft Office. This dynamic position includes responsibilities like client meetings and comprehensive financial planning. #J-18808-Ljbffr Beacon Pointe Advisors LLC
Vacancy posted 1 day ago
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