Senior Financial Planner

Beacon Pointe; Newport Beach (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing client portfolios. The ideal candidate has 3-5 years of experience in financial planning, communication skills, and a degree in Finance, Business, or Economics. This position offers growth opportunities for candidates willing to pursue CFP certification.

Qualifications

• Four-year college degree preferred, competency in finance or business.
• CFP or willingness to pursue CFP within 24 months.
• 3-5 years of financial planning experience.

Responsibilities

• Input financial information using eMoney technology.
• Collect key documents for financial planning from clients.
• Participate in meetings with Wealth Advisors.

Skills

Financial planning experience

Excellent communication skills

Organizational skills

Analytical skills

Education

Bachelor’s degree in Finance, Business, or Economics

Tools

eMoney

Tamarac

Excel

Job description

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters.

Responsibilities

• Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalized, comprehensive planning experience
• Working directly with clients to collect key documents for financial planning
• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
• Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
• Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
• Frequent communication with clients and internal associates – both verbally and in writing
• Participate in client meetings where needed
• Other duties as assigned

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not required)
• CFP or willing to pursue the CFP for completion within 24 months
• Series 65 (or ability to obtain within 3 months of assuming position)
• 3-5 years of financial planning experience
• Experience working in wealth management, and competency with eMoney
• Highly organized and able to excel in a fast-paced environment
• Analytical with basic proficiency in excel
• Excellent written and verbal communication skills
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

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.