Wealth Advisor

Beacon Pointe Advisors•Mill Valley, CA

8d•Remote

About The Position

We are seeking an exceptional Wealth Advisor (WA) to join our team. We need an outstanding individual with a talent for time management, meticulous attention to detail and a positive, self-starter attitude. This person will support a Senior Wealth Advisor on existing client relationships and lead new client relationships, providing exceptional client experience. We are a dynamic, growing wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!

Requirements

Minimum of 5 years of financial services experience.
Bachelor’s degree & CFP® designation required.
Exceptional organizational skills with a strong ability to prioritize and multi-task.
Personable, responsive and engaging with a client first attitude.
Mature, self-starting professional willing to take ownership of assigned responsibilities.
Ability to work independently and take direction from multiple parties.
Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
Excellent written and verbal communication skills.

Nice To Haves

Experience managing client relationships in a fiduciary fee-only environment preferred.
Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.

Responsibilities

Partner with a Senior Wealth Advisor (SWA) on 45-60 client relationships to provide top-notch client experience.
Lead new client relationships independently as opportunities arise.
Be a trusted advisor to clients.
Help advise, coach and support them on a wide variety of planning areas.
Develop various scenarios or paths to success and discuss the pros/cons/risks with clients.
Facilitate conversations among spouses, family members, and outside professionals.
Have a working knowledge of all your clients and accurately manage client data across all systems
Ensure all client tasks, requests and communications are taken care of proactively and on a timely basis.
Prepare for client meetings and provide detailed follow-up directly to client.
Gather client information to create or update planning projections.
Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
Perform, document and communicate various analyses (education funding, stock options, insurance needs, etc.).
Partner with Client Service Team with client onboarding, custodian paperwork and money movement requests.
Be back-up to Client Service Team on all custodian requests, as needed.
Help develop tools and templates to assist with the efficient delivery of our service offering.
Contribute to a professional and energetic working environment.
100% remote work (West Coast hours, Pacific Time Zone)