Associate Wealth Advisor

Beacon Pointe; Roseland (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Advisor to join their dynamic team in Roseland, NJ. This role involves assisting in client advisory and investment management, ensuring a best-in-class service experience for high-net-worth individuals. You will collaborate closely with Senior Wealth Advisors, providing essential support in daily operations and business development efforts. This is a fantastic opportunity to grow in a fast-paced environment, where your contributions will directly impact clients' financial success. If you are passionate about finance and client service, this role is perfect for you.

Qualifications

• Four-year college degree in Finance, Business or Economics preferred.
• Strong analytical and communication skills are essential.

Responsibilities

• Provide best-in-class service to clients and internal associates.
• Support Senior Wealth Advisors in client service and financial planning.

Skills

Analytical Skills

Communication Skills

Organizational Skills

Interpersonal Skills

Microsoft Office Proficiency

Education

Bachelor's Degree in Finance

Bachelor's Degree in Business

Bachelor's Degree in Economics

Job description

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Base pay range

$70,000.00/yr - $90,000.00/yr

Job Description

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 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
• 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

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.

Interested Candidates: Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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