Wealth Advisory Associate — Client Service & Growth
Beacon Pointe
Beacon Pointe in Plano, TX seeks an Associate Wealth Advisor to support Senior Wealth Advisors and provide exceptional service to high-net-worth clients. Responsibilities include client communication, support in financial planning, and assisting with business development. The ideal candidate should possess a bachelor’s degree in Finance or a related field, and preferably have a professional financial designation. Proficiency in Microsoft Office and exceptional communication skills are essential for success in this role. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 1 day ago
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