Senior Associate Wealth Advisor Beacon Pointe Advisors

FPA of Silicon Valley; Larkspur (CA); Remote; USD 100,000 - 125,000; Full time

Job summary

Beacon Pointe Advisors seeks a Senior Associate Wealth Advisor to support Wealth Advisors and oversee 50–60 client relationships. This remote role collaborates with CPAs, attorneys and the Client Service Team to deliver comprehensive planning and service across planning projections and implementation.

The ideal candidate has 3+ years in financial services, a Bachelor’s degree, strong communication and Excel/PowerPoint/Word proficiency. CFP preferred, and West Coast time alignment is expected.

Qualifications

• Minimum of 3 years of financial services experience.
• Bachelor’s degree required.
• CFP certification preferred.
• Strong organizational and multi-tasking abilities.
• Excellent written and verbal communication.

Responsibilities

• Partner with Wealth Advisors on 50–60 client relationships.
• Manage client data across systems and ensure timely responses.
• Prepare and follow up after client meetings with detailed notes.
• Gather client information and create planning projections.
• Assist with implementation of recommendations with CPAs/attorneys.
• Perform analyses (education funding, stock options, insurance) and share recommendations.
• Support onboarding and custodian paperwork with the Client Service Team.
• Be back-up to the Client Service Team on custodian requests.
• Develop tools/templates to improve service delivery.
• Contribute to a professional, energetic work environment.

Skills

Client-first attitude

Organizational skills

Excellent communication

Independent work

Multitasking

Attention to detail

Advanced Excel

PowerPoint

Word

Salesforce

Schwab

Fidelity

Tamarac

RightCapital

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Excel

PowerPoint

Word

Salesforce

Schwab

Fidelity

Tamarac

RightCapital

Job description

Compensation:

$100,000-$125,000 per year based on experience + annual discretionary bonus

Job Description:

We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!

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 analysis (for example, education funding, stock options, insurance needs, etc.) 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.

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).

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.