Associate Wealth Advisor

Beacon Pointe; Roseland (NJ); On-site; USD 60,000 - 80,000; Full time

Job summary

Beacon Pointe Advisors is seeking a qualified Associate Wealth Advisor in Roseland, NJ. The role involves client advisory, investment management, and supporting Wealth Advisors in delivering exceptional service. Candidates should possess strong communication skills, a finance-related degree, and some experience in the financial services sector.

Qualifications

• Four-year college degree is preferred.
• Strong Excel skills are preferred.
• Minimum of two years’ experience in the financial services industry preferred.

Responsibilities

• Providing best-in-class service to clients and wealth advisors.
• Serving as liaison for investment-related tasks.
• Coordinating timely investment processes of new client accounts.

Skills

Communication

Organizational skills

Analytical skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business or Economics

Tools

Microsoft Office

Job description

Functional Functional Always active The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Preferences Preferences The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Statistics Statistics The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. Marketing Marketing The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Roseland, NJ 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

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

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 .

Job Features

Job Category Advisors & Consultants

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