Aspiring Wealth Advisor - Client-Focused & High-Net-Worth

Beacon Pointe; Mount Pleasant (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

Beacon Pointe Advisors is seeking an Associate Wealth Advisor for our Charleston/Mount Pleasant, SC office. The role focuses on assisting in client advisory, investment management and administrative client service in a high-net-worth environment.

This is an in-person position working with Senior Wealth Advisors and a collaborative wealth management team. Ideal candidates hold a finance-related degree and relevant certifications or experience with RIAs or investment firms, plus strong

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• Professional financial designation preferred.
• 1–2+ years of experience working with high-net-worth individuals a plus (RIA, investment management, or broker/dealer).
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Responsibilities

• Provide best-in-class service to a select group of clients and internal associates, with frequent communication.
• Serve as liaison to firm professionals and client services in research, review, and execution of investment tasks.
• Support Senior Wealth Advisors in daily client service, advising, and financial planning.
• Assist with business development efforts.
• Coordinate timely investment process of new client accounts.
• Manage client data in Tamarac and other systems.
• Develop understanding of portfolio construction and risk management.
• Communicate with separate account managers regarding client service issues.
• Other duties as assigned; participate in team projects and policy improvements.

Skills

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Education

Bachelor’s degree in Finance/Business/Economics

Professional financial designation (CFP®, CFA, Series 65)

Tools

Microsoft Office

Word

Excel

PowerPoint

Job description

Beacon Pointe Advisors is seeking an Associate Wealth Advisor for our Charleston/Mount Pleasant, SC office. The role focuses on assisting in client advisory, investment management and administrative client service in a high-net-worth environment.

This is an in-person position working with Senior Wealth Advisors and a collaborative wealth management team. Ideal candidates hold a finance-related degree and relevant certifications or experience with RIAs or investment firms, plus strong