Associate Wealth Advisor

Beacon Pointe; Hudson (WI); On-site; USD 55,000 - 80,000; Full time

Job summary

Beacon Pointe is seeking an Associate Wealth Advisor in Hudson, WI to assist in client advisory and investment management. You will work closely with Senior Wealth Advisors to provide outstanding service experiences to clients, manage investment processes, and support business development efforts.

The successful candidate should possess a Bachelor's degree in Finance, Business, or Economics, along with relevant experience. Strong communication skills and Microsoft Office proficiency are required, as well as a commitment to the company's values.

Qualifications

• 1 - 2+ years of relevant experience with high-net worth individuals.
• Ability to excel in a fast-paced, team environment.
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Responsibilities

• Providing best-in-class service experience to clients.
• Supporting Senior Wealth Advisors in client service and advising.
• Coordinating investment process for new client accounts.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Analytical skills

Interpersonal skills

Proficiency in Microsoft Office applications

Education

Four-year college degree in Finance, Business or Economics

Professional Financial Designation (CFP®, CFA, Series 65)

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Hudson, WI 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.
• Quarterly travel to Madison, WI as needed

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.