Associate Wealth Advisor

1 day ago

Campbell, California, United States Beacon Pointe Advisors Full time
About the Role

We are seeking a highly skilled Associate Wealth Advisor to join our team at Beacon Pointe Advisors. As a key member of our Campbell, CA office, you will be responsible for providing exceptional client service, investment management, and administrative support to our high-net-worth clients.

Key Responsibilities
  • Provide best-in-class service experience to clients, wealth advisors, and internal associates through frequent communication and written correspondence.
  • Act 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.
  • 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.
  • Manage client data in various internal systems, including the firm's portfolio management database (Tamarac).
  • Develop a deep understanding of portfolio construction and risk management.
  • Communicate with separate account managers regarding client service issues.
  • Perform other duties as assigned, including participating in team projects and initiatives 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, 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. 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, including Bloomberg, Forbes, Financial Advisor Magazine, CNBC, and Barron's. For more information, please visit our website.

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