Associate Wealth Advisor

Beacon Pointe; Campbell (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Advisor to join their dynamic team in Campbell, CA. In this role, you will assist in client advisory and investment management, ensuring a best-in-class service experience for a select group of clients. Collaborating closely with Senior Wealth Advisors, you'll engage in life and legacy planning, sophisticated investment solutions, and impact initiatives. This position offers a unique opportunity to grow within a collaborative and ambitious environment, where your contributions will directly enhance clients' lives. If you are passionate about finance and eager to make a difference, this is the perfect opportunity for you.

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Minimum of two years’ experience in the financial services industry preferred.

Responsibilities

• Providing best-in-class service experience to clients and internal associates.
• Supporting Wealth Advisors in client service, advising, and financial planning.

Skills

Communication Skills

Organizational Skills

Analytical Skills

Interpersonal Skills

Teamwork

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Microsoft Office

Financial Planning Software

CRM Systems

Portfolio Management Systems

Job description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA 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 to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.

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 client services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
• Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.
• Assisting with business development efforts.
• Coordinating timely investment process of new client accounts within internal guidelines.
• Responsibility for client data in various systems including financial planning software, CRM and portfolio management systems.
• 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).
• 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 is a must, with strong Excel skills preferred.
• Minimum of two years’ experience in the financial services industry preferred.
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Interested Candidates:

Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.

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.