Wealth Advisory Associate — Client Service & Growth

Beacon Pointe; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Beacon Pointe in Plano, TX seeks an Associate Wealth Advisor to support Senior Wealth Advisors and provide exceptional service to high-net-worth clients. Responsibilities include client communication, support in financial planning, and assisting with business development.

The ideal candidate should possess a bachelor’s degree in Finance or a related field, and preferably have a professional financial designation. Proficiency in Microsoft Office and exceptional communication skills are essential for success in this role.

Qualifications

• 4 years degree required; finance-related preferred.
• Experience working with high-net-worth individuals preferred.
• Proficiency in Microsoft Office applications required.

Responsibilities

• Provide a best-in-class service experience to clients.
• Serve as liaison to firm professionals for investment tasks.
• Support Senior Wealth Advisors in client service.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Analytical skills

Interpersonal skills

Proficiency in Microsoft Office

Education

Bachelor’s degree in Finance, Business or Economics

Professional Financial Designation (CFP®, CFA, or Series 65)

Job description

Beacon Pointe in Plano, TX seeks an Associate Wealth Advisor to support Senior Wealth Advisors and provide exceptional service to high-net-worth clients. Responsibilities include client communication, support in financial planning, and assisting with business development.

The ideal candidate should possess a bachelor’s degree in Finance or a related field, and preferably have a professional financial designation. Proficiency in Microsoft Office and exceptional communication skills are essential for success in this role.