Associate Wealth Advisor

Beacon Pointe; Scottsdale (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors is seeking an Associate Wealth Advisor for our Scottsdale, AZ office. The role focuses on assisting in client advisory, investment management, and administrative client services in coordination with Senior Wealth Advisors.

The position involves supporting daily client service, financial planning, and account coordination for a sophisticated client base. A four-year degree in Finance/Business/Economics and MS Office proficiency are required, with CFP/CFA/Series 65 preferred.

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• CFP®, CFA, Series 65 or equivalent experience preferred.
• 1–2+ years of experience with high-net-worth individuals; RIA/investment firm/broker-dealer preferred.
• Excellent written and verbal communication skills.
• Strong organizational and interpersonal skills; fast-paced, team environment.
• Proficiency with MS Office (Word, Excel, PowerPoint, Office 365).
• Resonates with BP values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Responsibilities

• Provide best-in-class service to a group of clients, wealth advisors, and internal teams through clear communication.
• Serve as liaison to professionals and client services in research, review, and execution of investment tasks.
• Support Senior Wealth Advisors with daily client service, advisory, and financial planning activities.
• Assist with business development efforts.
• Coordinate timely investment processes for new client accounts within guidelines.
• Maintain client data across internal systems including Tamarac.

Skills

Communication

Analytical

Interpersonal

Teamwork

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Office

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ 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.

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ 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)
• 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 .