Associate Wealth Advisor: Client-Focused Hybrid Role

FPA of Silicon Valley; Larkspur (CA); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors, a leading wealth management firm, is seeking an Associate Wealth Advisor to support Senior Wealth Advisors and our team serving high-net-worth individuals and families. You will contribute to client service, portfolio management and financial planning, while coordinating onboarding, transfers and follow-up with clients.

The role emphasizes meticulous attention to detail, problem solving and a client-first attitude in a dynamic, Bay Area-based team with a hybrid work model.

Qualifications

• Bachelor's degree required; Finance/Business/Economics/Financial Planning preferred.
• CFP certification preferred or in progress.
• Experience with high-net-worth clients is a plus.

Responsibilities

• Provide direct support to Senior Wealth Advisors in client service, portfolio management and planning.
• Manage custodian requests and money movement; back-up for team members.
• Maintain client data across systems and prep for client meetings.

Skills

Organizational skills

Communication

Independent work

Client-focused

Problem solving

Education

Bachelor's degree in Finance/Business/Economics/Financial Planning

CFP certification (in progress or completed)

Tools

Salesforce

Schwab

Fidelity

Tamarac

eMoney

Job description

Beacon Pointe Advisors, a leading wealth management firm, is seeking an Associate Wealth Advisor to support Senior Wealth Advisors and our team serving high-net-worth individuals and families. You will contribute to client service, portfolio management and financial planning, while coordinating onboarding, transfers and follow-up with clients.

The role emphasizes meticulous attention to detail, problem solving and a client-first attitude in a dynamic, Bay Area-based team with a hybrid work model.