Wealth Planning Specialist; CFP High-Net-Worth Clients
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-02-16
Listing for:
Beacon Pointe Advisors LLC
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Newport Beach, CA is seeking an experienced Financial Planner to join their Financial Planning Department. The role involves creating financial plans, managing data, and engaging with Wealth Advisors to enhance client services for high-net-worth individuals and families. Ideal candidates have a CFP® designation, a Bachelor's degree, 3-5 years of experience, and proficiency in Microsoft Office.
This dynamic position includes responsibilities like client meetings and comprehensive financial planning.
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