Associate Wealth Advisor: Client Advisory & Planning

Beacon Pointe; Scottsdale (AZ); In loco; USD 70.000 - 90.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Communication

Analytical

Interpersonal

Teamwork

Formazione

Bachelor's degree in Finance/Business/Economics

Strumenti

Microsoft Office

Descrizione del lavoro

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.