Senior Wealth Management Associate
4 weeks ago
About the Role:
We are seeking a highly skilled and motivated individual to join our team as an Associate Wealth Advisor. 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 daily operations of our office.
Responsibilities:
* Provide best-in-class service experience to clients, wealth advisors, and internal associates through frequent communication and collaboration
* Serve as a liaison between firm professionals and clients services associates in the research, review, and execution of sensitive and/or high priority investment related tasks
* Provide 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 process of new client accounts within internal guidelines
* Develop a deep understanding of portfolio construction and risk management
* Communicate 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
* 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 can be seen through numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's.
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