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Financial Advisor Financial Consultant

Senior Financial Planner - AllWealth Client-Focused Planning

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Beacon Pointe
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading advisory firm in Newport Beach is seeking a Senior Financial Planner to collaborate with lead advisors and manage client financial plans. The ideal candidate will have 3-5 years of experience in financial planning and should be organized and analytical. Responsibilities include using financial planning technology, client communications, and analyzing portfolios.

This role offers a dynamic environment that aligns wealth with client values.
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Position Requirements
10+ Years work experience
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