Job Description
We are currently seeking high-quality, motivated individuals to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia office located in Bala Cynwyd, PA. The ideal candidate will be responsible for assisting in client advisory investment management, financial planning, and administrative aspects of client service. This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience to high-net-worth individuals and families, enhancing their lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
As one of the fastest-growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.
Responsibilities
• Providing a best-in-class service experience to a select group of clients, wealth advisors, and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing. • Serving as a liaison to firm professionals and client service associates in the research, review, and execution of sensitive and/or high-priority investment-related tasks. • Providing direct support to Wealth Advisors in daily aspects of client service, meeting preparation, advising, and financial planning. • Assist with business development efforts and generating proposals. • Coordinating timely investment processes of new client accounts within internal guidelines. • Responsibility for client data and notes in various internal systems, including the firms portfolio management database, Tamarac financial planning software, eMoney, and CRM Salesforce. • Developing an in-depth understanding of portfolio construction and risk management. • Communicating with separate account managers regarding client service issues. • Other duties as assigned. • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
• Four-year college degree required • 2 years relevant experience • Excellent written and verbal communication skills • Strong organizational, analytical, and interpersonal skills • Ability to excel in a fast-paced team environment • Mature self-starter with ability to take ownership of assigned responsibilities • Positive attitude and ability to work collaboratively with colleagues • Proficiency in Microsoft Office applications is a must, with strong Excel skills preferred • Desire to pursue the CFP designation
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is one of the nations 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, such as endowments, foundations, high-net-worth individuals, and families.
Beacon Pointe has been recognized by various industry publications, including Forbes Financial Advisor Magazine, Barrons, and more. For more information, please visit Awards Disclosures.