Senior Wealth Advisor—Remote Client Service Lead

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

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.