Associate Wealth Advisor
Beacon Pointe
- Salary
- $65k - $85k
- Location
- Scottsdale, Arizona, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Office 365
- Tamarac
About the role
Four-year college degree (Bachelor's in Finance, Business or Economics preferred); professional financial designation (CFP, CFA, or Series 65) preferred; 1-2+ years relevant experience a plus; proficiency in Microsoft Office; excellent communication and organizational skills.
About Beacon Pointe
Registered investment advisory firm providing customized wealth plans and investment guidance to individuals, families, businesses, and institutions.
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