Wealth Advisor

Beacon Pointe; Maryland; On-site; USD 110,000 - 160,000; Full time

Job summary

Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to partner with the Managing Director and serve sophisticated high-net-worth individuals, small business owners and families. You will manage new and existing client relationships, deepen retention, and deliver complex retirement and estate planning solutions.

In this role you will communicate frequently with clients and teammates, develop relationships through networking, and grow the business through custodial partners like

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• 4–8 years of industry experience.
• CFP/CFA designation or MBA in Finance preferred.
• RIA license required.
• Experience in fiduciary fee-only environment preferred.
• Experience with qualified plans preferred.
• Strong communication and organizational skills.
• Proficient in Excel, PowerPoint and Outlook.
• Public Accounting experience is a plus.

Responsibilities

• Provide best-in-class service to a select group of clients.
• Develop new client relationships through networking.
• Grow business through custodial branches at Schwab & Fidelity.
• Advise on wealth management, investments and financial planning needs.
• Proactively communicate and update client financial plans.
• Represent the firm in a positive and professional manner.
• Participate in team projects and policy/procedure improvements.

Skills

Client relationships

Communication skills

Sales orientation

Multi-tasking

Finance knowledge

Education

Bachelor's Degree in Finance/Business/Economics

CFP or CFA designation

MBA in Finance

Tools

Excel

PowerPoint

Outlook

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Columbia, MD office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high-net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.

Responsibilities

• Providing a best-in-class service experience for a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing.
• Developing new client relationships through contacts and networking.
• Developing business through retail custodial branches at Charles Schwab & Fidelity.
• Servicing and advising clients relative to their wealth management, investment, and financial planning needs.
• Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans.
• Representing the firm in a positive and professional manner.
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred).
• 4-8 years of industry experience.
• Professional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred).
• Licensed as an investment advisor representative (RIA).
• Experience managing client relationships in a fiduciary fee-only environment preferred.
• Experience with qualified plans preferred.
• Ability to handle multiple tasks and complete in a timely manner.
• Proficient in Excel, PowerPoint and Outlook.
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
• Public Accounting experience is a plus.

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.