Associate Wealth Advisor
Beacon Pointe · Denver, CO · 2 wk ago
FinanceFull-time
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.
- Direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning.
- Aid in business development efforts.
- Care for coordination of timely investment process of new client accounts within internal guidelines.
Qualifications
- A Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
- A Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) 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.
- Experience working with Financial Planning Software (e.g., eMoney) 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 (Word, Excel, PowerPoint, Office 365, etc.).
About the Role
Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service