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 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.)

About Beacon Pointe Advisors

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 visit

www.beaconpointe.com .

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