Associate Wealth Advisor

Beacon Pointe; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors is seeking an Associate Wealth Advisor in Plano, TX to assist in client advisory and investment management. The ideal candidate will deliver exceptional service, support Wealth Advisors, and maintain client data effectively. This role requires a bachelor's degree, strong communication skills, and a commitment to teamwork, especially in a fast-paced environment.

Qualifications

• Minimum of two years’ experience in the financial services industry preferred.
• Proficiency in Microsoft Office applications is a must, with strong excel skills preferred.
• Strong organizational, analytical, and interpersonal skills.

Responsibilities

• Providing best-in-class service experience to clients and advisors.
• Supporting Wealth Advisors in client service, advising, and financial planning.
• Coordinating timely investment process of new client accounts.

Skills

Communication

Organizational skills

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Finance, Business or Economics

Tools

Microsoft Office applications

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX 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 to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.

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 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 systems including financial planning software, CRM and portfolio management systems.
• 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)
• 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 is a must, with strong excel skills preferred
• Minimum of two years’ experience in the financial services industry preferred
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

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 byBloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’sand more. For more information, please visitwww.beaconpointe.com.