Wealth Advisor Associate: High-Net-Worth Service

Beacon Pointe; Akron (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Beacon Pointe Advisors in Akron, OH is seeking an Associate Wealth Advisor to assist in client advisory, investment management and administrative client service tasks. You will work closely with Senior Wealth Advisors and a team of experts serving sophisticated, high-net-worth families.

The role emphasizes collaboration, strong communication and analytical skills within a fast-paced wealth management practice that values client focus and process excellence.

Qualifications

• Four-year college degree (Finance, Business or Economics preferred).
• Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred.
• 1–2+ years of relevant experience with high-net-worth individuals; RIA or broker/dealer background is a plus.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Ability to excel in a fast-paced, team environment.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Responsibilities

• Providing best-in-class service to a select group of clients, wealth advisors and internal associates.
• Liaising with firm professionals and client services in research, review and execution of investment tasks.
• Supporting Senior Wealth Advisors in daily client service, advising and financial planning.
• Assist with business development efforts.
• Coordinate timely investment process of new client accounts within internal guidelines.
• Manage client data in Tamarac and other internal systems.
• Develop in-depth understanding of portfolio construction and risk management.
• Communicate with separate account managers regarding client service issues.
• Contribute to team projects and firm policy/process improvements.

Skills

Communication skills

Team player

Analytical skills

Organizational skills

Interpersonal skills

Education

Bachelor's degree in Finance, Business or Economics

CFP®, CFA, or Series 65 designation (or equivalent work experience)

Tools

Tamarac

Microsoft Office

Job description

Beacon Pointe Advisors in Akron, OH is seeking an Associate Wealth Advisor to assist in client advisory, investment management and administrative client service tasks. You will work closely with Senior Wealth Advisors and a team of experts serving sophisticated, high-net-worth families.

The role emphasizes collaboration, strong communication and analytical skills within a fast-paced wealth management practice that values client focus and process excellence.