Hybrid Senior Wealth Advisor Associate for HNW

Beacon Pointe; Grand Blanc (MI); Hybride; USD 85 000 - 95 000; Plein temps

Résumé du poste

Beacon Pointe Advisors in Flint, MI is seeking a Senior Associate Wealth Advisor to drive financial planning and investment management for high-net-worth clients. You will work with three Senior Wealth Advisors and a team of wealth management professionals in a hybrid role based in our Flint, MI office.

The ideal candidate has a Four-year degree in Finance/Business/Economics, CFP designation, and 3–5+ years of relevant experience with high-net-worth individuals, preferably with an RIA or

Qualifications

• Four-year college degree in Finance, Business or Economics preferred.
• CFP designation is preferred.
• 3–5+ years of experience with high-net-worth individuals; experience with RIA or broker/dealer is a plus.
• Excellent written and verbal communication skills.
• Strong analytical, research and organizational abilities.
• Ability to multi-task and collaborate with professionals.

Responsabilités

• Provide best-in-class service to clients, wealth advisors and internal staff with frequent communication.
• Support Senior Wealth Advisors in annual client meetings and financial planning/investment management tasks.
• Serve as liaison to firm professionals and client service staff on investment-related tasks.
• Collaborate with professionals on behalf of clients.
• Maintain client net worth statements.
• Assist with business development efforts.
• Participate in team projects and policy/procedure improvements.

Connaissances

Communication

Attention to detail

Organizational skills

Team collaboration

Multi-tasking

MS Office

eMoney

Holistiplan

Formation

Bachelor’s degree in Finance/Business/Economics

CFP designation

Outils

eMoney

Holistiplan

Description du poste

Beacon Pointe Advisors in Flint, MI is seeking a Senior Associate Wealth Advisor to drive financial planning and investment management for high-net-worth clients. You will work with three Senior Wealth Advisors and a team of wealth management professionals in a hybrid role based in our Flint, MI office.

The ideal candidate has a Four-year degree in Finance/Business/Economics, CFP designation, and 3–5+ years of relevant experience with high-net-worth individuals, preferably with an RIA or