Senior Financial Planner
Beacon Pointe Advisors LLC
Job Description
We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in our Newport Beach office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.
Responsibilities
Specific responsibilities include, but are not limited to:
- Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
- Providing comprehensive personal financial planning to clients via telephone and electronic mail.
- Providing objective education to help clients meet their goals and achieve financial wellness.
- Partnering with clients to ensure they take action and hold themselves accountable.
- Providing concierge level service to a select group of high-net-worth clients. This entails frequent communication with clients and internal associates, both verbally and in writing.
- Creating content on various financial planning topics that will be sent to clients.
- Training other planners on eMoney and our approach to financial planning.
- Additional duties include participation in team projects and assisting with firm initiatives.
Qualifications
- CFP® designation
- 5+ years of relevant experience
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Proficiency in Salesforce is preferred
- Proficiency in eMoney is required
- Highly organized and able to excel in a fast-paced environment
- Analytical with basic proficiency in Excel
- Excellent written and verbal communication skills
- Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit .
Vacancy posted more than 2 months ago
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