Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA office. The 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 t...
Job Description. We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Financial Planner in our San Diego, 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. . Re...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Waltham, MA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicin...
Job Description. The Senior Data Engineer will oversee the department’s data infrastructure, including developing a data model, integrating large amounts of data from different systems, building & enhancing a data lake-house & subsequent analytics environment, and writing scripts to facilitate data analysis. This role will work closely & collaboratively with members of the executive team and various departments across the organization to define r...
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Los Angeles, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophistica...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe as an HR Generalist in our Newport Beach, CA office. The candidate will be responsible for a wide range of HR responsibilities, along with assisting the HR Manager in all aspects of the firm’s HR operations. The candidate will have a demonstrated track record of both educational and professional achievement. with a commitment and passion for delivering exceptiona...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Skokie, IL office. The 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 tra...
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a Trading Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional ac...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servici...
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...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing ...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servic...
