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

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Senior Financial Planner Align Wealth with What Matters in Newport Beach, CA vacancy

Senior Financial Planner
...join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office.... ...will be responsible for working with lead advisors to create and... ...enhancing our clients’ lives through alignment of their wealth and what matters. Responsibilities...
Senior
Work at office
Beacon Pointe Advisors
Newport Beach, CA
5 days ago
Senior Wealth Advisor
...Think of us as financial partners, because... ...Together for better. What Makes Us Different... ...empower advisors with freedom, support,... ...the Role: A Senior Wealth Advisor is an experienced... ...a go-to subject matter expert for... ...certified financial planner, investment advisor...
Senior
Immediate start
Columbia Banking System, Inc.
Irvine, CA
5 days ago
Senior Financial Planner: Wealth Strategy & Client Seminars
...A wealth management advisory firm in Irvine, CA seeks a Senior Financial Planner to create comprehensive financial plans, support training, and conduct seminars. Candidates need a CFP designation, experience with financial planning software like eMoney, and a degree in...
Senior
Flexible hours
EP Wealth Advisors
Irvine, CA
4 days ago
Senior Wealth Advisor
...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...and building long-term relationships with clients. The role partners closely with... ...individuals and families to develop personalized financial strategies and help clients make the...
Senior
Beacon Pointe Advisors
Newport Beach, CA
3 days ago
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
$76k - $125.3k
...shape your future with confidence. We... ...the global financial services marketplace... ...Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO... ...cross functional alignment on processes to support... ...attorney What we look for We’...
Senior
Summer holiday
Work at office
Local area
Flexible hours
EY
Irvine, CA
7 days ago
Senior Wealth Advisor — Build a High‑Net‑Worth Practice
Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management... .... The role involves delivering tailored financial strategies to high-net-worth individuals and families, combined with the resources and support from one of the largest...
Senior
Beacon Pointe
Newport Beach, CA
2 days ago
Senior Financial Planner - Irvine (Hybrid)
$85k - $120k
...Senior Financial Planner - Irvine (Hybrid) Irvine CA - Irvine, CA... ...Description EP Wealth Advisors (EPWA) is a wealth... ...management advisory firm with over $44.1 billion as... ...certifications that align with your career goals... ...,000.00 (per year) What We Offer We offer...
Senior
Full time
Temporary work
Work at office
Local area
Flexible hours
Shift work
EP Wealth Advisors
Irvine, CA
1 day ago
Director, Wealth Advisor
$130k - $300k
...Director, Wealth Advisor At BNY, our culture allows... .... As a leading global financial services company at the... ...technologies to collaborate with clients, driving... ...of finance, and this is what #LifeAtBNY is all about... ...family through moments that matter. BNY is an Equal...
Temporary work
Work experience placement
Local area
Worldwide
Flexible hours
BNY
Corona Del Mar, CA
1 day ago
Managing Director, Private Banker, Orange County
$250k
...manages a team of senior professionals.... ...subject matter expert that influences... ...contact with them/convert prospects... ...and sources of wealth generation.... ...have significant financial implications.... ...expectations regarding what can and cannot... ...goals. Align complementary experiences...
Full time
Jobleads-US
Costa Mesa, CA
3 days ago
FP&A Senior Analyst
...and works closely with the Director, School... ...responsible for supporting Financial Planning & Analysis... ...assess risks, and align resources with... ...serve as a subject matter expert for clinical... ...efficiencies. What It Takes to be Successful... ...below, we offer a wealth of benefits to make...
Senior
Work at office
UC Irvine
Irvine, CA
4 days ago
Senior Credit Analyst
$124.83k - $152.57k
...be there when it matters most. It's a big ask... ..., it's a career with purpose. It's a career... ...a talented Senior Credit Analyst to... ...Products Analyze financial models and conduct... ...inquisitive What makes you stand out... ...Risk appetite in alignment with the Team's philosophy...
Senior
Flexible hours
Pacific Life
Newport Beach, CA
5 days ago
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
...industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth... ...solution, providing clients with a personal relationship,... ...you to help clients while doing what you love, this may be the opportunity... ...creating and customizing financial plans and portfolios for...
Senior
Work at office
Charles Schwab Careers
Irvine, CA
2 days ago
Senior Financial Advisor: Client Wealth & Strategy
$95k - $140k
Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This... ...client service. Responsibilities include consulting with clients, monitoring market trends, and collaborating with the advisory...
Senior
Full time
Northern Trust Corp
Newport Beach, CA
1 day ago
Wealth Advisor
...Wealth Advisor Join a team that values your ambition and empowers... ...brand presence. Partner with internal marketing, product, and... ...development and client acquisition in financial services, private banking, or... ...compliance standards What We Offer Competitive...
Permanent employment
Temporary work
Work at office
Flexible hours
Corient Capital Partners
Newport Coast, CA
6 days ago
Financial Planner for High-Net-Worth Wealth Management
Compak Asset Management in Newport Beach, CA is seeking a Financial Planner for a full-time, client-facing role. The ideal candidate will collaborate with Wealth Managers, prepare comprehensive financial plans, and ensure a seamless wealth management experience for high...
Full time
Compak Asset Management
Newport Beach, CA
4 days ago
Wealth Advisor
...leading global ultra‑high‑net‑worth wealth manager that empowers clients... ...legacy through comprehensive financial solutions. We focus on... ...visibility and brand presence. Partner with internal marketing, product,... ...and compliance standards. What We Offer Competitive compensation...
Permanent employment
Temporary work
Work at office
Flexible hours
Corient Services LLC
Newport Beach, CA
2 days ago
Investment Advisor, Wealth & Retirement (Hybrid)
$70k - $110k
...Wealthspire is a leading wealth management,... ...navigate complexity with clarity and... ...they are in their financial journey. Wealthspire... ...and financial goals alignment to both their short... ...sponsor and participant matters in a timely and... ...experiences. What We Offer: We'...
Temporary work
Work at office
Night shift
National Financial Partners
Aliso Viejo, CA
4 days ago
Credit Advisor, Global Wealth & Investment Management
$126.4k - $267.5k
...a common purpose to help make financial lives better through the power... ...committed to an in-office culture with specific requirements for... ...relationships with strategic wealth clients, driving funded loan balance... ..., Risk, Product Subject Matter Experts, Portfolio Management,...
Work at office
Shift work
Day shift
Bank of America
Newport Beach, CA
3 days ago
Senior Family Wealth Strategist
$30 per hour
...Legacy Planning department as a Senior Family Wealth Strategist. The Senior... ...may be located nationwide, with the potential for hybrid or... .... Assessment of clients' financial, legal, and family documents... ...legislation, or other planning matters. Develop content, thought...
Senior
Work at office
Remote work
Beacon Pointe Advisors
Newport Beach, CA
22 days ago
Senior Marketing Strategist, Practice Management
$137.61k - $168.19k
...Senior Practice Management Strategist... ...there when it matters most. It's a big... ...it's a career with purpose. It's a... ...initiatives that equip financial professionals... ...roadmap aligned to business priorities... .... What makes you stand... ...annuities, or wealth management....
Senior
Work at office
Flexible hours
Pacific Life
Newport Coast, CA
5 days ago
Investment Advisor, Wealth & Retirement (Hybrid)
$70k - $110k
...Wealthspire is a leading wealth management,... ...navigate complexity with clarity and... ...they are in their financial journey. Wealthspire... ...and financial goals alignment to both their short... ...sponsor and participant matters in a timely and... ...and experiences. What We Offer We're...
Temporary work
Work at office
Night shift
NFP Corp
Aliso Viejo, CA
2 days ago
Asset & Wealth Management - Renewable Energy Tax Senior Manager
$124k - $335k
...Sector: Asset and Wealth Management Time... ...Renewable Energy Tax Senior Manager, you will... ...strategies for our Financial Services clients. Your... .... You will engage with clients at a... ...that our services align with client needs and... ...tailored tax solutions What You Must Have At...
Senior
Full time
H1b
Local area
PwC
Irvine, CA
3 days ago
Senior Actuary, (FSA) - Enterprise Capital Management
$167.67k - $204.93k
...be there when it matters most. It's a big ask... ..., it's a career with purpose. It's a career... ...a talented Senior Actuary to join our... ...reporting capabilities in alignment with principle... ...on your physical, financial, emotional, or... ...potential. What's life like at Pacific...
Senior
Work from home
Relocation package
Flexible hours
1 day per week
Pacific Life
Newport Beach, CA
2 days ago
Asset & Wealth Management - Renewable Energy Tax Senior Associate
$77k - $214k
.../Sector: Asset and Wealth Management Time... ...clients' compliance with tax laws and regulations... ...review and analyse financial data, prepare and... ...solutions. As a Senior Associate you will... ...complex problems What You Must Have ~ Bachelor... ...knowledge of tax matters in renewable energy...
Senior
Full time
H1b
PwC
Irvine, CA
10 days ago
Financial Institution Senior Consultant (SOX and FDICIA focus)
$81k - $147.64k
...Financial Institution Senior Consultant (SOX and FDICIA Focus) Are you interested... ...and meaningful relationships with clients, teammates and leadership... ...now, for tomorrow What you will do: Work closely... ...audit practice as Subject Matter Expert on regulatory and...
Senior
Work experience placement
Baker Tilly
Irvine, CA
5 days ago
Senior Actuary (FSA) - Data Steward
$152.37k - $186.23k
...be there when it matters most. It's a big ask... ..., it's a career with purpose. It's a career... ...a talented Senior Actuary (FSA) to join... ...structures remain aligned, consistent, and optimized... ...transparency. What You'll Bring... ...on your physical, financial, emotional, or...
Senior
Interim role
Work at office
Relocation
Flexible hours
Pacific Life
Newport Beach, CA
3 days ago
Wealth Advisor - The Baldwin Group Financial Services
$80k
...seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you... ...RESPONSIBILITIES: ~ Support senior wealth advisors with day-to-day service for... ...and organizing recommendations aligned with client goals, risk profiles...
Contract work
Internship
The Baldwin Group
Irvine, CA
4 days ago
UHNW Wealth Advisor - Growth & Legacy Planning
...A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic... ...solutions. The ideal candidate has 8-10 years of experience with high-net-worth clients, strong analytical skills, and relevant certifications...
Corient Private Wealth LLC.
Newport Beach, CA
5 days ago
Analyst, Senior GRC Information Security Analyst
$90k - $135k
...bank holding company with over $34 billion in... ...that promote financial literacy, job training... ...OPPORTUNITY The Senior GRC Information Security... ...as the subject matter expert for colleagues... ...maintenance aligned with in-scope security... ...projects as assigned. WHAT YOU’LL BRING ~...
Senior
Local area
Immediate start
Flexible hours
Banc of California
Santa Ana, CA
1 day ago
Senior Engineering Finance Associate
$129k - $171k
...a defense technology company with a mission to transform U.S. and... ...and partial solutions (with a financial lens). Your work will vary from... ...out financial models. What You'll Do Own projects end... ...require comms to large groups and senior leadership You enjoy...
Senior
Full time
Work experience placement
Immediate start
Afternoon shift
Colorwave Inc
Costa Mesa, CA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planner Align Wealth with What Matters. Be the first to apply!