Wealth Advisor Associate - Hybrid Client Service & Planning

Beacon Pointe; Michigan; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors in Flint, MI seeks an Associate Wealth Advisor to assist in client advisory, investment management and administrative client service tasks. This hybrid role collaborates with Senior Wealth Advisors and a team serving high net worth families.

The position emphasizes relationship building, portfolio understanding and coordinated investment processes, with opportunities to contribute to business development and process improvements.

Qualifications

• Four-year college degree (Bachelor's in 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; ideally with a Registered Investment Advisor (RIA) or brokerage.

Responsibilities

• Provide best-in-class service to clients, wealth advisors and internal teams with frequent verbal and written communication.
• Act as liaison to firm professionals in research, review and execution of investment-related tasks.
• Support Senior Wealth Advisors in daily client service, advisory and financial planning activities.
• Assist with business development efforts.
• Coordinate timely investment process for new client accounts within internal guidelines.
• Maintain client data in Tamarac and other internal systems.
• Develop understanding of portfolio construction and risk management.
• Communicate with separate account managers on client service issues.
• Handle additional duties and participate in team projects to improve firm policies and procedures.

Skills

Excellent communication skills

Team collaboration

Analytical mindset

Microsoft Office proficiency

Education

Bachelor's degree in Finance, Business or Economics

CFP/CFA/Series 65 designation preferred

Tools

Microsoft Office Suite

Job description

Beacon Pointe Advisors in Flint, MI seeks an Associate Wealth Advisor to assist in client advisory, investment management and administrative client service tasks. This hybrid role collaborates with Senior Wealth Advisors and a team serving high net worth families.

The position emphasizes relationship building, portfolio understanding and coordinated investment processes, with opportunities to contribute to business development and process improvements.