Remote Wealth Advisor Associate – Client Service

CFP Board of Standards Inc.; Larkspur (CA); Remote; USD 100,000 - 125,000; Full time

Job summary

Beacon Pointe Advisors is seeking a Senior Associate Wealth Advisor to support Wealth Advisors and deliver top-notch service to clients. The role is 100% remote with in-person client meetings, team sessions and retreats.

You will manage client data, prepare planning projections, assist with implementation, and conduct analyses (education funding, stock options, insurance needs). You’ll collaborate with the Client Service Team during onboarding and money movements.

Qualifications

• Minimum of 3 years of financial services experience.
• Bachelor’s degree required.
• Ideal candidate has a CFP.
• Exceptional organizational skills with a strong ability to prioritize and multi-task.
• Personable, responsive and engaging with a client-first attitude.
• Mature, self-starting professional willing to take ownership of assigned responsibilities.
• Ability to work independently and take direction from multiple parties.
• Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
• Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
• Excellent written and verbal communication skills.
• 100% remote work (West Coast hours, Pacific Time Zone)

Responsibilities

• Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
• Have a working knowledge for all of your clients and accurately manage client data across all systems.
• Ensure all client tasks, requests and communications are taken care of on a timely basis.
• Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
• Gather client information and create or update planning projections.
• Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
• Perform various analyses (e.g., education funding, stock options, insurance needs) and document and communicate recommendations.
• Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
• Be back-up to Client Service Team on all custodian requests.
• Help develop tools and templates to assist with the efficient delivery of our service offering.
• Contribute to a professional and energetic working environment.

Skills

Financial services

Client service

Multi-tasking

Communication

Attention to detail

Education

Bachelor's degree

CFP preferred

Tools

Excel

PowerPoint

Word

Salesforce

Schwab

Fidelity

Tamarac

RightCapital

Job description

Beacon Pointe Advisors is seeking a Senior Associate Wealth Advisor to support Wealth Advisors and deliver top-notch service to clients. The role is 100% remote with in-person client meetings, team sessions and retreats.

You will manage client data, prepare planning projections, assist with implementation, and conduct analyses (education funding, stock options, insurance needs). You’ll collaborate with the Client Service Team during onboarding and money movements.