Beacon Pointe Advisors

Financial Services

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families. We provide full-service financial planning and research driven investments, allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Newport Beach, CA
From 2002
100 - 999

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Estate Strategist (Hybrid)

Beacon Pointe Advisors Remote

1 hour ago

We are seeking a qualified candidate to join Beacon Pointe Advisors' Strategic and Legacy Planning team as an Estate Strategist. Such a candidate may be located nationwide, with the potential for hybrid or remote work arrangements.The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to sophisticated high-net-worth and...