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Associate Wealth Advisor

Beacon Pointe Advisors LLC

Pleasant Hill, CA

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JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Brokerage, Business Development, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Construction Management, Customer Support/Service, Customer/Client Research, Economics, Endowments, Entrepreneurship, Finance, Financial Planning, Financial Services, High Net Worth, Interpersonal Skills, Investment Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Newsletter, Organizational Skills, Policy Development, Presentation/Verbal Skills, Procedure Development, Process Management, Professional Services, Registered Investment Advisor (RIA), Risk Management, Series 65, Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
Pleasant Hill, CA
POSTED
30+ days ago

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

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 liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with clients CPAs and estate attorneys
  • Assist with office marketing efforts and newsletter
  • 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 (Bachelor’s degree in Finance, Business or Economics preferred)
  • Minimum of two years’ experience in the financial services industry preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
  • 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, etc.)

About Beacon Pointe Advisors

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.

About the Company

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Beacon Pointe Advisors LLC