Associate Wealth Advisor

Beacon Pointe; Akron (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Beacon Pointe Advisors in Akron, OH is seeking an Associate Wealth Advisor to assist in client advisory, investment management and administrative client service tasks. You will work closely with Senior Wealth Advisors and a team of experts serving sophisticated, high-net-worth families.

The role emphasizes collaboration, strong communication and analytical skills within a fast-paced wealth management practice that values client focus and process excellence.

Qualifications

• Four-year college degree (Finance, Business or Economics preferred).
• Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred.
• 1–2+ years of relevant experience with high-net-worth individuals; RIA or broker/dealer background is a plus.
• 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).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Responsibilities

• Providing best-in-class service to a select group of clients, wealth advisors and internal associates.
• Liaising with firm professionals and client services in research, review and execution of investment tasks.
• Supporting Senior Wealth Advisors in daily client service, advising and financial planning.
• Assist with business development efforts.
• Coordinate timely investment process of new client accounts within internal guidelines.
• Manage client data in Tamarac and other internal systems.
• Develop in-depth understanding of portfolio construction and risk management.
• Communicate with separate account managers regarding client service issues.
• Contribute to team projects and firm policy/process improvements.

Skills

Communication skills

Team player

Analytical skills

Organizational skills

Interpersonal skills

Education

Bachelor's degree in Finance, Business or Economics

CFP®, CFA, or Series 65 designation (or equivalent work experience)

Tools

Tamarac

Microsoft Office

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Akron, OH 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.

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 separate account managers regarding client service issues
• Other duties as assigned
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) 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
• 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.)
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.