Associate Wealth Advisor

Responsibilities

• Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates.
• Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
• Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning.
• Aid with business development efforts.
• Carefully coordinate timely investment processes of new client accounts within internal guidelines.
• Be responsible for client data in various internal systems including the firm’s portfolio management database (Tamarac).
• Develop an in-depth understanding of portfolio construction and risk management.
• Communicate with clients, CPAs, and estate attorneys.
• Assist with office marketing efforts and newsletters.
• Perform other duties as assigned.

Qualifications

• A four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
• Minimum of two years’ experience in the financial services industry preferred.
• One to two years of relevant experience working with high-net-worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• A Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred.
• Resonates with Beacon Pointe Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.
• 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.).