Financial Services Associate

16 hours ago


Richmond Heights, Missouri, United States Beacon Pointe Advisors Full time

We are seeking a skilled Financial Services Associate to join our team at Beacon Pointe Advisors. The ideal candidate will assist in client advisory, investment management, and administrative aspects of client service.

This role involves frequent communication with clients and internal associates, serving 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.

The successful candidate will provide direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning, coordinating timely investment processes of new client accounts within internal guidelines.

Responsibilities will include developing an in-depth understanding of portfolio construction and risk management, communicating with separate account managers regarding client service issues, and participating in team projects to streamline firm policies and procedures.

Requirements include a four-year college degree in Finance, Business, or Economics, with proficiency in Microsoft Office applications and the ability to excel in a fast-paced team environment.

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide, providing clear and objective investment advice to a diverse group of clients.

Our advisors' extensive expertise and strong commitment to our clients have earned us numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's.


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