Associate Wealth Advisor

Beacon Pointe Advisors•Pleasant Hill, CA

1d•Onsite

About The Position

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

Requirements

Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
Minimum of two years’ experience in the financial services industry preferred
1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team environment
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Responsibilities

Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
Assist with business development efforts
Coordinating timely investment process of new client accounts within internal guidelines
Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
Developing in depth understanding of portfolio construction and risk management
Communicating with clients CPAs and estate attorneys
Assist with office marketing efforts and newsletter
Other duties as assigned
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.