Senior Wealth Management Associate

3 weeks ago


Richmond, California, United States Beacon Pointe Advisors Full time
Job Description:

We are seeking a highly skilled Associate Wealth Advisor to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the administrative aspects of client service.

Responsibilities:

Provide best-in-class service experience to clients, wealth advisors, and internal associates through frequent communication and collaboration.
Serve as a liaison to firm professionals and clients services associates in the research, review, and execution of sensitive and/or high-priority investment-related tasks.
Offer direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning.
Assist with business development efforts and coordinate timely investment processes for new client accounts within internal guidelines.
Develop a deep understanding of portfolio construction and risk management, and communicate effectively with separate account managers regarding client service issues.

Qualifications:

Four-year college degree (Bachelor's degree in Finance, Business, or Economics preferred).
Excellent written and verbal communication skills, strong organizational, analytical, and interpersonal skills.
Ability to excel in a fast-paced, team environment and proficiency in Microsoft Office applications.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. We provide clear and objective investment advice, solely advocating for our diverse group of clients, including institutions, high-net-worth individuals, and families. Our advisors' extensive expertise and strong commitment to our clients have earned us numerous awards and recognition from reputable sources.

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