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Wealth Planning Specialist; CFP) High-Net-Worth Clients
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-10-07
Listing for:
Beacon Pointe Advisors LLC
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Portfolio & Asset 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.
This posting is for the Wealth Planning Specialist (CFP) for High-Net-Worth Clients role at Beacon Pointe Advisors LLC, based in Newport Beach, CA, United States. The position is based in Newport Beach, CA, United States. This opportunity is part of our work in Finance. The advertised compensation is 70.000 - 90.000. We aim to respond to suitable candidates as soon as possible.
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