Associate Wealth Advisor

Beacon Pointe; Skokie (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading investment advisory firm is seeking an Associate Wealth Advisor to join their Skokie, IL office. This role focuses on client advisory, investment management, and administrative support in a dynamic, team-oriented environment. Successful candidates will collaborate with Senior Wealth Advisors to enhance clients’ financial well-being through comprehensive wealth management strategies.

Qualifications

• Four-year college degree preferred in Finance, Business or Economics.
• Minimum of two years’ experience in the financial services industry preferred.
• Proficiency in Microsoft Office applications with strong excel skills required.

Responsibilities

• Providing best-in-class service to clients and internal associates.
• Supporting Wealth Advisors with client service and financial planning.
• Coordinating timely investment processes of new client accounts.

Skills

Communication

Organizational

Analytical

Interpersonal

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Microsoft Office

Excel

Job description

Job Description

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

About the Beacon Pointe Family of Companies

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 byvarious industry publications including Forbes, Financial Advisor Magazine, Barron’s,and more. For more information, please visitAwards Disclosures.