Associate Wealth Advisor
Beacon Pointe
- Salary
- $75k - $85k
- Experience
- 1+ yrs
- Location
- Genesee County, Michigan, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Office 365
- Tamarac
About the role
Four-year college degree (Finance, Business, or Economics preferred); 1-2+ years relevant experience with high-net-worth individuals preferred; CFP, CFA, or Series 65 preferred; proficiency in Microsoft Office; strong 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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