Associate Wealth Advisor: Client Advisory

Beacon Pointe; Columbia (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors in Columbia, Maryland seeks an Associate Wealth Advisor to assist in client advisory, investment management and service delivery for high-net-worth families. You will support Senior Wealth Advisors and a collaborative team in a fast-paced wealth management environment.

The role emphasizes relationship-building, data accuracy across advisory tools, and participation in business development and portfolio insights. Strong communication and MS Office proficiency are essential.

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• 1-2+ years of relevant experience with high-net-worth individuals a plus.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365).

Responsibilities

• Provide best-in-class service experience to a select group of clients, wealth advisors and internal associates.
• Serve as liaison to firm professionals and client services in research, review, and execution of investment-related tasks.
• Provide direct support to Senior Wealth Advisors in daily client service, advising, and financial planning.
• Assist with business development efforts.
• Coordinate timely investment process of new client accounts within internal guidelines.
• Maintain client data in portfolio management, financial planning, and CRM systems.
• Develop in-depth understanding of portfolio construction and risk management.
• Communicate with separate account managers regarding client service issues.
• Participate in team projects and initiatives designed to streamline firm policies and procedures.

Skills

Communication

Organizational skills

Team environment

MS Office

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office

Job description

Beacon Pointe Advisors in Columbia, Maryland seeks an Associate Wealth Advisor to assist in client advisory, investment management and service delivery for high-net-worth families. You will support Senior Wealth Advisors and a collaborative team in a fast-paced wealth management environment.

The role emphasizes relationship-building, data accuracy across advisory tools, and participation in business development and portfolio insights. Strong communication and MS Office proficiency are essential.