Associate Wealth Advisor

Beacon Pointe; Mount Pleasant (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

Beacon Pointe Advisors is seeking an Associate Wealth Advisor for our Charleston/Mount Pleasant, SC office. The role focuses on assisting in client advisory, investment management and administrative client service in a high-net-worth environment.

This is an in-person position working with Senior Wealth Advisors and a collaborative wealth management team. Ideal candidates hold a finance-related degree and relevant certifications or experience with RIAs or investment firms, plus strong

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• Professional financial designation preferred.
• 1–2+ years of experience working with high-net-worth individuals a plus (RIA, investment management, or broker/dealer).
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Responsibilities

• Provide best-in-class service to a select group of clients and internal associates, with frequent communication.
• Serve as liaison to firm professionals and client services in research, review, and execution of investment tasks.
• Support Senior Wealth Advisors in daily client service, advising, and financial planning.
• Assist with business development efforts.
• Coordinate timely investment process of new client accounts.
• Manage client data in Tamarac and other systems.
• Develop understanding of portfolio construction and risk management.
• Communicate with separate account managers regarding client service issues.
• Other duties as assigned; participate in team projects and policy improvements.

Skills

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

Education

Bachelor’s degree in Finance/Business/Economics

Professional financial designation (CFP®, CFA, Series 65)

Tools

Microsoft Office

Word

Excel

PowerPoint

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston/ Mount Pleasant,SC 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 position is fully in-person in our Charleston/ Mount Pleasant, SCoffice.

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.