Associate Wealth Advisor

Beacon Pointe; Bellevue, Northern (WA, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Beacon Pointe in Bellevue, WA is seeking an Associate Wealth Advisor. The role focuses on client service, wealth planning support, and regulatory compliance in a fiduciary environment. You’ll contribute to tax accounting, investment oversight, and financial planning processes under guidance from senior advisors.

Ideal candidates have a strong foundation in finance, a Bachelor of Science, and a demonstrated ability to work with high-net-worth clients in a team-driven office.

Qualifications

• Bachelor of Science from Michigan State University.

Skills

Tax accounting

Wealth management

Compliance

Education

Bachelor of Science (Michigan State University)

Job description

Associate Wealth Advisor – Bellevue, Washington

Heide is an Associate Wealth Advisor at the Beacon Pointe Bellevue, Washington office.

He brings extensive experience in financial services, supporting clients in tax accounting, wealth management, and compliance.

• Prior experience as Director of Finance and Chief Compliance Officer for a Denver‑based fixed‑income advisory firm, managing hedge funds and separately managed accounts.
• Bachelor of Science from Michigan State University.