Associate Wealth Advisor

Beacon Pointe; Michigan; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors in Flint, MI seeks an Associate Wealth Advisor to assist in client advisory, investment management and administrative client service tasks. This hybrid role collaborates with Senior Wealth Advisors and a team serving high net worth families.

The position emphasizes relationship building, portfolio understanding and coordinated investment processes, with opportunities to contribute to business development and process improvements.

Qualifications

• Four-year college degree (Bachelor's 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 with high net worth individuals; ideally with a Registered Investment Advisor (RIA) or brokerage.

Responsibilities

• Provide best-in-class service to clients, wealth advisors and internal teams with frequent verbal and written communication.
• Act as liaison to firm professionals in research, review and execution of investment-related tasks.
• Support Senior Wealth Advisors in daily client service, advisory and financial planning activities.
• Assist with business development efforts.
• Coordinate timely investment process for new client accounts within internal guidelines.
• Maintain client data in Tamarac and other internal systems.
• Develop understanding of portfolio construction and risk management.
• Communicate with separate account managers on client service issues.
• Handle additional duties and participate in team projects to improve firm policies and procedures.

Skills

Excellent communication skills

Team collaboration

Analytical mindset

Microsoft Office proficiency

Education

Bachelor's degree in Finance, Business or Economics

CFP/CFA/Series 65 designation preferred

Tools

Microsoft Office Suite

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Flint, MI 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.

This is a hybrid position, based in our Flint, MI office.

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.

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.