About this opportunity
Beacon Pointe lists this Senior Wealth Advisor Associate – Remote Support 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, manage client data, and ensure timely service for 50–60 client relationships. This fully remote role operates on West Coast hours, with in-person team retreats and ongoing client-facing duties.
The ideal candidate will have a Bachelor's degree, CFP preferred, strong communication and organizational skills, and the ability to work independently across multiple parties.
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Worksite address
larkspur, CA, 94977, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.