Current jobs related to Associate Wealth Advisor - Scottsdale - Beacon Pointe

  • Associate Wealth Advisor

    2 months ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas 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...

  • Seaside Wealth Management- Lead Wealth Advisor

    3 weeks ago

    Scottsdale, United States Financial Planning Association Full time

    Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firm’s owner, we go out of our...

  • Seaside Wealth Management- Lead Wealth Advisor

    1 month ago

    Scottsdale, United States Financial Planning Association Full time

    Seaside Wealth Management- Lead Wealth Advisor Seaside Wealth Management, a dynamic financial planning and wealth management firm, is seeking a Lead Wealth Advisor to assist us in our mission. We are a small, yet mighty, team and our guiding light is the service to our clients. From the person at the front desk through our firms’ owner, we go out of our...

  • Wealth Strategist Associate

    1 day ago

    Scottsdale, Arizona, United States Cresset Corporation Full time

    About Cresset CorporationCresset Corporation is a leading, independent, multi-family office, and private investment firm. Our goal is to revolutionize the way high net worth individuals experience wealth by providing access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer highly...

  • Wealth Strategy Associate

    1 week ago

    Scottsdale, Arizona, United States Cresset Corporation Full time

    About CressetCresset is a distinguished, independent multi-family office and private investment firm, committed to transforming the wealth management experience. Established with the goal of providing unparalleled access to expertise, innovative ideas, and exclusive investment opportunities typically reserved for large single-family offices and endowments,...

  • Wealth Strategy Associate

    1 week ago

    Scottsdale, Arizona, United States Cresset Corporation Full time

    About CressetCresset is a distinguished, independent multi-family office and private investment firm. Established with the aim of transforming the wealth management experience, Cresset provides access to premier talent, innovative ideas, and exclusive investment opportunities typically reserved for the largest single-family offices and endowments. Our firm...

  • Wealth Strategy Associate

    1 week ago

    Scottsdale, Arizona, United States Cresset Corporation Full time

    About CressetCresset is a distinguished, independent multi-family office and private investment firm. Established with the goal of transforming the wealth management experience, Cresset provides access to exceptional talent, innovative ideas, and investment opportunities typically reserved for the largest single-family offices and endowments. Our...

  • Associate, Wealth Strategist

    3 weeks ago

    Scottsdale, United States Cresset Corporation Full time

    About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    3 weeks ago

    Scottsdale, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    2 weeks ago

    Scottsdale, United States Cresset Corporation Full time

    About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    3 weeks ago

    Scottsdale, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    3 weeks ago

    Scottsdale, United States Cresset Corporation Full time

    About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    4 weeks ago

    Scottsdale, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    4 weeks ago

    Scottsdale, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...

  • Associate, Wealth Strategist

    4 days ago

    Scottsdale, United States Cresset Corporation Full time

    About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...

  • Associate, Wealth Strategist

    5 days ago

    scottsdale, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...

  • Associate, Wealth Strategist

    1 week ago

    Scottsdale, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management,...

  • Associate, Wealth Strategist

    5 days ago

    Scottsdale, United States Cresset Corporation Full time

    About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cressets goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment...

  • Junior Wealth Management Consultant

    1 week ago

    Scottsdale, Arizona, United States Beacon Pointe Full time

    Junior Wealth Management Consultant | Scottsdale, AZWe are excited to invite skilled professionals to consider a role as a Junior Wealth Management Consultant at Beacon Pointe Advisors, located in Scottsdale, AZ. The successful candidate will play a pivotal role in supporting client advisory services, investment oversight, and the administrative functions...

  • Junior Wealth Management Consultant

    1 week ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Position Overview Beacon Pointe Advisors is in search of dedicated individuals to fill the role of Junior Wealth Management Consultant. This position will be based in our Scottsdale, AZ office. The selected candidate will play a crucial role in supporting client advisory services, investment oversight, and administrative functions related to client...

Associate Wealth Advisor

1 month ago

Scottsdale, United States Beacon Pointe Full time

Associate Wealth Advisor | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ 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 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 (Bachelor’s degree in Finance, Business or Economics 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 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.) Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visitwww.beaconpointe.com . Job Features Job Category Advisors & Consultants Apply Online Attach Resume * No file chosen Browse IMPORTANT NOTICE: You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security. Privacy Preferences Privacy Policy You have read and agreed to our privacy policy #J-18808-Ljbffr