Financial Planner

Beacon Pointe Advisors LLC; Newport Beach (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

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.

Qualifications

• CFP® designation required.
• Bachelor's degree in Finance, Business, or Economics preferred.
• 3-5 years of financial planning experience required.
• Proficiency in Salesforce and eMoney preferred.
• Strong analytical, investigative, and critical thinking skills required.

Responsibilities

• Participate in client meetings with Wealth Advisors.
• Provide financial planning via phone and email.
• Educate clients on financial wellness.
• Assist in creating content on financial planning topics.
• Support associate planners on eMoney.
• Participate in team projects and firm initiatives.

Skills

Analytical skills

Communication skills

Critical thinking

Investigative skills

Proficiency in Salesforce

Proficiency in eMoney

Education

Bachelor’s degree in Finance, Business or Economics

CFP® designation

Tools

Microsoft Office

Job description

Job Description

We are seeking qualified candidates to join Beacon Pointe as a Financial Planner within the Financial Planning Department in our Newport Beach, CA office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Responsibilities

• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
• Providing comprehensive personal financial planning to clients via a telephone and electronic mail environment.
• Providing objective education to help clients meet their goals and achieve financial wellness.
• Partnering with clients to ensure they take action and hold themselves accountable.
• Assisting in creating content on various financial planning topics that will be sent to clients.
• Assisting associate planners on eMoney and our approach to financial planning.
• Additional duties include participation in team projects and assisting with firm initiatives.

Qualifications

• CFP® designation
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 3-5 years of financial planning experience
• Proficiency in Salesforce and eMoney is preferred
• Proficiency in Microsoft Office is required
• Strong analytical, investigative, and critical thinking skills and excellent written and verbal communication skills

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.