Associate Wealth Advisor

Beacon Pointe; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Beacon Pointe in Plano, TX seeks an Associate Wealth Advisor to support Senior Wealth Advisors and provide exceptional service to high-net-worth clients. Responsibilities include client communication, support in financial planning, and assisting with business development.

The ideal candidate should possess a bachelor’s degree in Finance or a related field, and preferably have a professional financial designation. Proficiency in Microsoft Office and exceptional communication skills are essential for success in this role.

Qualifications

• 4 years degree required; finance-related preferred.
• Experience working with high-net-worth individuals preferred.
• Proficiency in Microsoft Office applications required.

Responsibilities

• Provide a best-in-class service experience to clients.
• Serve as liaison to firm professionals for investment tasks.
• Support Senior Wealth Advisors in client service.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Analytical skills

Interpersonal skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in Finance, Business or Economics

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

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 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
• 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.