Associate Wealth Advisor

Beacon Pointe Advisors LLC; Bala Cynwyd (PA); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking firm as an Associate Wealth Advisor, where you will play a vital role in providing exceptional service to high-net-worth clients. This position offers the opportunity to collaborate with experienced Senior Wealth Advisors and a dedicated team, focusing on client advisory, investment management, and financial planning. As part of a multi-billion dollar Registered Investment Advisor, you will gain invaluable experience in a fast-paced environment, enhancing your skills in communication, organization, and analytical thinking. If you're passionate about wealth management and eager to make a significant impact, this role is perfect for you.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• 1-2+ years experience with high-net-worth individuals is a plus.

Responsibilities

• Provide best-in-class service to clients and wealth advisors.
• Support Senior Wealth Advisors in client service and financial planning.

Skills

Client Advisory

Investment Management

Communication Skills

Organizational Skills

Analytical Skills

Interpersonal Skills

Microsoft Office

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Tamarac (Portfolio Management Database)

Microsoft Office 365

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas 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

1. 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.
2. Serving as liaison to firm professionals and client services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
3. Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning.
4. Assisting with business development efforts.
5. Coordinating timely investment process of new client accounts within internal guidelines.
6. Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac).
7. Developing in-depth understanding of portfolio construction and risk management.
8. Communicating with separate account managers regarding client service issues.
9. Other duties as assigned.
10. Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

1. Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
2. 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.
3. Excellent written and verbal communication skills.
4. Strong organizational, analytical, and interpersonal skills.
5. Ability to excel in a fast-paced, team environment.
6. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).

About Beacon Pointe Advisors

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.