Senior Wealth Advisor Associate – Remote Support

Beacon Pointe; 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, manage client data, and ensure timely service for 50–60 client relationships. This fully remote role operates on West Coast hours, with in-person team retreats and ongoing client-facing duties.

The ideal candidate will have a Bachelor's degree, CFP preferred, strong communication and organizational skills, and the ability to work independently across multiple parties.

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 analysis 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

CFP certification

Financial services experience

Excellent communication

Organizational skills

Independent work

Education

Bachelor's degree

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, manage client data, and ensure timely service for 50–60 client relationships. This fully remote role operates on West Coast hours, with in-person team retreats and ongoing client-facing duties.

The ideal candidate will have a Bachelor's degree, CFP preferred, strong communication and organizational skills, and the ability to work independently across multiple parties.