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.
#J-18808-LjbffrRemote Wealth Advisor Associate – Client Service in larkspur at Unknown Company
This position is listed as full time and able to be worked remotely.