Job Description
We are seeking a candidate in our Pasadena, CA office who wants to grow within the client service space, develop long term relationships with clients, and become an expert facilitator of client needs. The prospective candidate will join a 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 institutions. The successful candidate should have a demonstrated track record in client service, be comfortable in a fast-paced environment requiring excellent attention to detail and have an interest in pursuing a career in with a Registered Investment Advisor in the Wealth Management industry.
Responsibilities
Qualifications
About the Beacon Pointe Family of Companies
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 visit .
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