Senior Wealth Management Associate

1 day 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.

  • Richmond, California, United States Blue Ridge Bank Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Advisor to join our team at Blue Ridge Bank. As a Wealth Advisor, you will play a key role in meeting with customers to determine their financial planning goals and develop personalized financial plans to help them achieve their objectives.Key Responsibilities• Meet with new and...


  • Richmond, California, United States Burke Professional Full time

    Job Title: Senior Manager, Director of Tax ServicesAbout the Role:We are seeking a Senior Manager to oversee the operation of our office in Richmond, Indiana. As a leader of our 10-person team, you will be responsible for managing client engagements, reviewing tax returns, and maintaining advisory relationships with clients.Key Responsibilities:Serve as a...


  • Richmond, California, United States Capital One Full time

    Job SummaryAt Capital One, we're looking for a Senior Associate, Product Manager for Claims Servicing to join our team. As a key member of our Consumer Bank, you'll be responsible for supporting our end-to-end claims lifecycle needs, ensuring our customers and agents can successfully create and resolve claims in a timely manner.About the RoleAs a Senior...


  • Richmond, California, United States Capital One Full time

    Job Summary:We are seeking a highly skilled Senior Finance Manager to join our team at Capital One. As a Senior Finance Manager, you will be responsible for providing financial oversight to our Small Business Bank, including managing monthly, quarterly, and annual forecasts, developing methodologies and processes that provide transparency for cost/revenue...


  • Richmond, California, United States Capital One Full time

    Product Management at Capital OneCapital One is seeking a Senior Associate, Product Management to join our team in the Business Cards and Payments organization. As a Product Manager, you will be responsible for reimagining the account servicing experience for small business customers. This role is a great opportunity to work in a zero to one business...

  • Dining Room Manager

    23 hours ago


    Richmond, California, United States Sunrise Senior Living Full time

    About the Role:Sunrise Senior Living is committed to providing high-quality care and services to our residents. As a Dining Room Manager, you will play a vital role in ensuring that our residents receive exceptional dining experiences. Your primary responsibility will be to provide dining and table services to residents in our community's dining rooms and...


  • Richmond, California, United States Sunrise Senior Living Full time

    About the Role:Sunrise Senior Living is seeking a dedicated and compassionate Dining Room Care Manager to provide exceptional dining and table services to our residents in a warm and welcoming environment.Responsibilities:Assist with training team members to ensure high-quality service standards are met.Maintain proper dining room setup and ensure compliance...


  • Richmond, California, United States Commonwealth Senior Living at the West End Full time

    Job Title: Registered Medication AssociateWe are seeking a compassionate and detail-oriented Registered Medication Associate to join our team at Commonwealth Senior Living at the West End. As a Registered Medication Associate, you will play a vital role in ensuring the health and well-being of our residents by administering medications and providing...


  • Richmond, California, United States Commonwealth Senior Living at Chesterfield Full time

    Job SummaryWe are seeking a highly skilled and compassionate Registered Medication Associate to join our team at Commonwealth Senior Living at Chesterfield. As a key member of our care team, you will play a vital role in ensuring the health and well-being of our residents.Key ResponsibilitiesAssist in the safe delivery of our Medication Management...


  • Richmond, California, United States AutoZone Full time

    Job SummaryAutoZone is seeking a highly motivated and customer-focused Senior Retail Sales Associate to join our team. As a key member of our sales team, you will be responsible for delivering exceptional customer service, driving sales growth, and maintaining a positive store environment.Key ResponsibilitiesProvide WOW Customer Service by exceeding customer...


  • Richmond, California, United States LVI Associates Full time

    LVI Associates is seeking a seasoned Senior Construction Manager to lead our multifamily project team in the Mid-Atlantic area.As a key member of our team, you will be responsible for managing on-site teams, subcontractors, and vendors to ensure timely completion of projects within budget and to the highest quality standards.Requirements:Experience: Minimum...


  • Richmond, California, United States Walmart Full time

    Job Summary:We are seeking a highly skilled Senior Manager, Operations to join our team at Walmart Connect. As a key member of our organization, you will play a pivotal role in shaping our first line of defense and driving organizational growth.About the Role:The Sr. Manager, Business Operations - Audit & Controls will be responsible for identifying,...


  • Richmond, California, United States LHH Full time

    We are seeking an experienced Senior Associate to join our Private Equity team. This role requires a high level of operational focus, with modeling and valuation expertise. The opportunity offers growth potential and a competitive base and bonus program.Our client is a unique industry leader, providing the ability to do what you love, expand what you know,...


  • Richmond, California, United States Aquent Full time

    Job Title: Senior Account ManagerWe are seeking an experienced Senior Account Manager to oversee a portfolio of tier 1 client accounts and maintain strong relationships with them. This position requires excellent communication, organizational, and problem-solving skills to ensure timely and successful delivery of projects.Key Responsibilities:• Oversee a...

  • Senior Associate

    19 hours ago


    Richmond, California, United States LHH Full time

    We are seeking an experienced Senior Associate to join our Private Equity team. This role will require a high level of operational focus, with modeling and valuation expertise. The opportunity offers a competitive base and bonus program, as well as growth potential beyond the deal.Our client is a unique industry leader, providing the ability to do what you...


  • Richmond, California, United States TechnoGen Full time

    Job Title: Senior IT Project ManagerAt TechnoGen, we are seeking a highly skilled Senior IT Project Manager to lead our IT projects to success. As a Senior IT Project Manager, you will be responsible for planning, organizing, and motivating diverse project teams throughout all phases of Waterfall, Agile, and Hybrid projects.Responsibilities:* Coordinate...

  • Server Position

    4 hours ago


    Richmond, California, United States Grace Management Full time

    Job SummaryGrace Management is seeking a compassionate and caring Server to join our team at Heritage Oaks. As a Server, you will play a vital role in providing exceptional senior living experiences by serving meals and performing related tasks in the dining room.Key ResponsibilitiesAdminister or follow written and oral directions.Communicate and relate to...


  • Richmond, California, United States Serigor Inc Full time

    Job Title: Senior Project ManagerAt Serigor Inc, we are seeking a highly skilled Senior Project Manager to lead our IT projects. The ideal candidate will have a strong background in project management, excellent communication skills, and the ability to motivate diverse project teams.Responsibilities:Coordinate vendors and consultants in the execution of IT...


  • Richmond, California, United States TechnoGen Full time

    Job Title: Senior IT Project ManagerLocation: Richmond, VA (Hybrid)Duration: 10+ months (Possible Extension)Interview: Both Web Cam and In Person Interview Preferably local candidates. Candidate MUST possess PMP certification through PMI or VITA's PM certification. No other certification qualifies. Candidate must also be able to work onsite 2-3...


  • Richmond, California, United States Capital One Full time

    Job Title: Senior Software Development ManagerJob Summary:Capital One is seeking a Senior Software Development Manager to lead a team of software engineers in the development of cloud-based solutions. The ideal candidate will have a strong background in software engineering, experience with cloud computing, and excellent leadership...