Associate Wealth Advisor

Beacon Pointe; Pennsylvania; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their team as Associate Wealth Advisors. In this dynamic role, you will assist in providing exceptional client service, investment management, and financial planning to high net worth individuals and families. This position offers a pathway to becoming a Wealth Advisor, allowing you to develop your own client base through organic networks and custodian referrals. Join a fast-growing firm that values collaboration and excellence, where your contributions will significantly impact the financial success of clients. If you are passionate about finance and eager to grow in a supportive environment, this is the perfect opportunity for you.

Qualifications

• Bachelor's degree preferred in Finance, Business, or Economics.
• 2+ years of relevant experience in wealth management or finance.

Responsibilities

• Assist in client advisory, investment management, and financial planning.
• Communicate with clients and internal associates for best-in-class service.
• Support Senior Wealth Advisors in daily client service tasks.

Skills

Client Advisory

Investment Management

Financial Planning

Communication Skills

Organizational Skills

Analytical Skills

Interpersonal Skills

Microsoft Office

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Tamarac

Salesforce

Job description

Associate Wealth Advisor | Bala Cynwyd, PA

We are currently seeking high quality, motivated individuals to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia office. The ideal candidate will be responsible for assisting in client advisory, investment management, financial planning and administrative aspects of client service. This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners. Associate Wealth Advisors are paid a salary plus bonus with potential for variable compensation later when promoted to Wealth Advisors.

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 service 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, meeting preparation, advising and financial planning.
• Assist with business development efforts and generating proposals.
• Coordinating timely investment process of new client accounts within internal guidelines.
• Responsibility for client data and notes in various internal systems including the firm’s portfolio management database (Tamarac) and CRM (Salesforce).
• Developing an 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).
• 2+ years relevant experience.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Ability to excel in a fast-paced, team environment.
• Positive attitude and ability to work collaboratively with colleagues.
• Proficiency in Microsoft Office applications is a must.

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

About the Beacon Pointe Family of Companies

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.