Senior Wealth Advisor Associate – Remote
Larkspur, Marin County, California, 94977, USA
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
As a Senior Wealth Advisor Associate – Remote Support, you will play an important part at Beacon Pointe in Larkspur, CA, United States.
We invite applications for the Senior Wealth Advisor Associate – Remote Support position located in Larkspur, CA, United States.
The following opening is for a Senior Wealth Advisor Associate – Remote Support with Beacon Pointe.
Our team is growing, and we are hiring a Senior Wealth Advisor Associate – Remote Support in Larkspur, CA, United States.
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