Associate Wealth Advisor: Client-Focused Hybrid Role
FPA of Silicon Valley
Beacon Pointe Advisors, a leading wealth management firm, is seeking an Associate Wealth Advisor to support Senior Wealth Advisors and our team serving high-net-worth individuals and families. You will contribute to client service, portfolio management and financial planning, while coordinating onboarding, transfers and follow-up with clients. The role emphasizes meticulous attention to detail, problem solving and a client-first attitude in a dynamic, Bay Area-based team with a hybrid work model. #J-18808-Ljbffr FPA of Silicon Valley
Vacancy posted 11 hours ago
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