Associate Wealth Advisor

Beacon Pointe; Scottsdale (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

Beacon Pointe Advisors seeks an Associate Wealth Advisor in Scottsdale, AZ to join our team. You will assist in client advisory, investment management, and administrative client service tasks, coordinating with Senior Wealth Advisors and a team dedicated to servicing sophisticated high-net-worth individuals and families.

You will provide direct support in daily client service, investment execution, and planning activities, while helping with business development and maintaining accurate client

Qualifications

• Four-year college degree (Finance, Business or Economics preferred).
• Professional designation (CFP®, CFA, Series 65, or equivalent) preferred.
• 1–2+ years with high-net-worth clients; experience at an RIA, investment manager or broker/dealer is a plus.
• Excellent written and verbal communication skills; strong organizational abilities.

Responsibilities

• Provide best-in-class service to a select group of clients and colleagues; communicate frequently in writing and verbally.
• Assist in client advisory, investment management and daily service tasks with Senior Wealth Advisors.
• Support business development efforts and coordinate timely investment processes for new accounts.
• Maintain client data in Tamarac and other internal systems; understand portfolio construction and risk management.
• Collaborate with portfolio managers and client services staff on issues and initiatives.

Skills

Client service

Communication skills

Team collaboration

Analytical skills

Microsoft Office proficiency

Education

Bachelor’s degree in Finance, Business or Economics

Tools

Tamarac

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.

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.