Senior Wealth Advisor Associate – Remote
Larkspur, Marin County, California, 94939, USA
Listed on 2026-10-09
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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.
The Senior Wealth Advisor Associate – Remote Support role at Beacon Pointe is now open for applications in Larkspur, CA, United States.
This Full Time opportunity is for the Senior Wealth Advisor Associate – Remote Support role at Beacon Pointe.
We are seeking a motivated Senior Wealth Advisor Associate – Remote Support to join Beacon Pointe in Larkspur, CA, United States.
Consider building your career as a Senior Wealth Advisor Associate – Remote Support at Beacon Pointe.
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