Hybrid Wealth Advisor Associate | HNW Focus

Beacon Pointe; Larkspur (CA); On-site; USD 90,000 - 125,000; Full time

Job summary

Beacon Pointe Advisors in California seeks an Associate Wealth Advisor to support Senior Wealth Advisors in client service, portfolio management, and financial planning for high-net-worth individuals and families. You will help manage custodian requests, prepare meetings, and coordinate transfers with a client-first mindset.

You’ll contribute to data management, financial planning analyses, and onboarding processes while collaborating with CPAs, attorneys, and other professionals.

Qualifications

• 1–2+ years of experience with high-net-worth individuals, preferably with an RIA or broker/dealer.
• Bachelor’s degree in Finance, Business, Economics, Financial Planning, or related field.
• CFP® certification preferred or in progress.
• Experience with Salesforce, Schwab, Fidelity, Tamarac and eMoney is highly desired.
• Strong organizational and multi-tasking abilities.
• Personable, responsive and client-first attitude.
• Ability to work independently and take direction from multiple parties.
• Proficient in Excel, PowerPoint and Word.

Responsibilities

• Provide direct support to SWAs in client service, portfolio management and financial planning.
• Input and manage custodian requests and money movement; back-up to team.
• Develop working knowledge of client relationships and manage data across systems.
• Assist SWAs in client meeting prep and follow up.
• Coordinate onboarding tasks, custodian paperwork and transfers.
• Assist clients with implementation of recommendations and financial planning analyses.
• Ensure tasks and communications meet service standards.
• Participate in projects to improve policies, processes, service delivery.
• Contribute to a professional and energetic hybrid working environment.

Skills

Client service

Communication

Organization

Microsoft Excel

PowerPoint

Education

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

CFP Certification (preferred)

Tools

Salesforce

Schwab

Fidelity

Tamarac

eMoney

Job description

Beacon Pointe Advisors in California seeks an Associate Wealth Advisor to support Senior Wealth Advisors in client service, portfolio management, and financial planning for high-net-worth individuals and families. You will help manage custodian requests, prepare meetings, and coordinate transfers with a client-first mindset.

You’ll contribute to data management, financial planning analyses, and onboarding processes while collaborating with CPAs, attorneys, and other professionals.