Associate Wealth Advisor

Beacon Pointe; Columbia (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors in Columbia, Maryland seeks an Associate Wealth Advisor to assist in client advisory, investment management and service delivery for high-net-worth families. You will support Senior Wealth Advisors and a collaborative team in a fast-paced wealth management environment.

The role emphasizes relationship-building, data accuracy across advisory tools, and participation in business development and portfolio insights. Strong communication and MS Office proficiency are essential.

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• 1-2+ years of relevant experience with high-net-worth individuals a plus.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365).

Responsibilities

• Provide best-in-class service experience to a select group of clients, wealth advisors and internal associates.
• Serve as liaison to firm professionals and client services in research, review, and execution of investment-related tasks.
• Provide direct support to 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.
• Maintain client data in portfolio management, financial planning, and CRM systems.
• Develop in-depth understanding of portfolio construction and risk management.
• Communicate with separate account managers regarding client service issues.
• Participate in team projects and initiatives designed to streamline firm policies and procedures.

Skills

Communication

Organizational skills

Team environment

MS Office

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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, financial planning suite and CRM.
• 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.