Senior Wealth Advisor—Remote Client Service Lead
Larkspur, Marin County, California, 94977, USA
Listed on 2026-10-16
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Finance & Banking
Wealth Management
Beacon Pointe Advisors seeks a Senior Associate Wealth Advisor to support Wealth Advisors and oversee 50–60 client relationships. This remote role collaborates with CPAs, attorneys and the Client Service Team to deliver comprehensive planning and service across planning projections and implementation.
The ideal candidate has 3+ years in financial services, a Bachelor’s degree, strong communication and Excel/PowerPoint/Word proficiency. CFP preferred, and West Coast time alignment is expected.
The Senior Wealth Advisor—Remote Client Service Lead role at FPA of Silicon Valley is now open for applications in Larkspur, CA, United States.
This posting is for the Senior Wealth Advisor—Remote Client Service Lead role at FPA of Silicon Valley, based in Larkspur, CA, United States.
We are looking to fill the Senior Wealth Advisor—Remote Client Service Lead position at FPA of Silicon Valley in Larkspur, CA, United States.
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