About this opportunity
CFP Board of Standards Inc. lists this Remote Wealth Advisor Associate – Client Service opportunity in larkspur, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beacon Pointe Advisors is seeking a Senior Associate Wealth Advisor to support Wealth Advisors and deliver top-notch service to clients. The role is 100% remote with in-person client meetings, team sessions and retreats.
You will manage client data, prepare planning projections, assist with implementation, and conduct analyses (education funding, stock options, insurance needs). You’ll collaborate with the Client Service Team during onboarding and money movements.
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Worksite address
larkspur, CA, 94977, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.