Wealth Advisor

Beacon Pointe; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in California seeks a Wealth Advisor to support client relationships and deliver exceptional service. Candidates should have a bachelor's degree and CFP designation, with a minimum of 5 years of financial services experience. This role is fully remote, requiring strong organizational skills and the ability to manage multiple client needs. You'll work closely with a Senior Wealth Advisor, providing strategic advice and support for clients' various financial planning needs.

Qualifications

• 5+ years of financial services experience.
• Managing client relationships in a fiduciary fee-only environment preferred.
• Experience working with CPAs, attorneys, and other professionals.

Responsibilities

• Support a Senior Wealth Advisor on client relationships.
• Lead new client relationships independently.
• Advise and coach clients on planning areas.
• Prepare for client meetings and ensure follow-up.

Skills

Time management

Attention to detail

Client first attitude

Strong organizational skills

Verbal communication skills

Education

Bachelor’s degree

CFP® designation

Tools

Excel

PowerPoint

Word

Salesforce

Schwab

Fidelity

Tamarac

RightCapital

Job description

Job Description

We are seeking an exceptional Wealth Advisor (WA) to join our team. We need an outstanding individual with a talent for time management, meticulous attention to detail and a positive, self-starter attitude. This person will support a Senior Wealth Advisor on existing client relationships and lead new client relationships, providing exceptional client experience.

We are a dynamic, growing 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 a Senior Wealth Advisor (SWA) on 45-60 client relationships to provide a top-notch client experience.
• Lead new client relationships independently as opportunities arise.
• Be a trusted advisor to clients. Help advise, coach and support them on a wide variety of planning areas.
• Develop various scenarios or paths to success and discuss the pros/cons/risks with clients.
• Facilitate conversations among spouses, family members, and outside professionals.
• Have a working knowledge of all your clients and accurately manage client data across all systems.
• Ensure all client tasks, requests and communications are taken care of proactively and on a timely basis.
• Prepare for client meetings and provide detailed follow-up directly to client.
• Gather client information to create or update planning projections.
• Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
• Perform, document and communicate various analyses (education funding, stock options, insurance needs, etc.).
• Partner with Client Service Team with client onboarding, custodian paperwork and money movement requests.
• Be back-up to Client Service Team on all custodian requests, as needed.
• Help develop tools and templates to assist with the efficient delivery of our service offering.
• Contribute to a professional and energetic working environment.
• 100% remote work (West Coast hours, Pacific Time Zone).

Qualifications

• Minimum of 5 years of financial services experience.
• Experience managing client relationships in a fiduciary fee-only environment preferred.
• Bachelor’s degree & CFP® designation required.
• 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.

About The Beacon Pointe Family Of Companies

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.