Senior Associate Wealth Advisor
Beacon Pointe
- Salary
- $85k - $95k
- Experience
- 3+ yrs
- Location
- Flint, Michigan, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Office 365
- eMoney
- Holistiplan
About the role
Bachelor's degree in Finance, Business or Economics preferred; CFP designation required; 3-5+ years experience with high-net-worth individuals preferred; strong communication, analytical, and organizational skills; proficiency in Microsoft Office and financial planning tools.
About Beacon Pointe
Registered investment advisory firm providing customized wealth plans and investment guidance to individuals, families, businesses, and institutions.
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