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We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
Qualifications
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visitwww.beaconpointe.com.
Full Time
$53k-71k (estimate)
05/31/2024
06/16/2024
bpadvisor.com
Newport Beach, CA
25 - 50