Financial Planner

Responsibilities

• 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 a telephone and electronic mail environment.
• 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.
• Assisting in creating content on various financial planning topics that will be sent to clients.
• Assisting associate planners on eMoney and our approach to financial planning.
• Additional duties include participation in team projects and assisting with firm initiatives.

Qualifications

• CFP® designation
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 3-5 years of financial planning experience
• Proficiency in Salesforce and eMoney is preferred
• Proficiency in Microsoft Office is required
• Strong analytical, investigative, and critical thinking skills and excellent written and verbal communication skills

About the Beacon Pointe Family of Companies

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 Awards Disclosures.