Wealth Advisor

About the role

This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high-net-worth individuals, including small business owners and their families. The ideal candidate will manage new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.

Responsibilities

• Provide a best-in-class service experience for a select group of clients, including frequent communication with clients and teammates, both verbally and in writing.
• Develop new client relationships through contacts and networking.
• Develop business through retail custodial branches at Charles Schwab & Fidelity.
• Service and advise clients relative to their wealth management, investment, and financial planning needs.
• Proactively communicate with clients, follow up on the implementation of advice given, and update and maintain clients’ financial plans.
• Represent the firm in a positive and professional manner.
• Participate in team projects and assist with initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree (Bachelor’s Degree in Finance, Business, or Economics is preferred).
• 4-8 years of industry experience.
• Professional Financial Designation (CFP® or CFA, or MBA in Finance preferred).
• Licensed as an investment advisor representative (RIA).
• Experience managing client relationships in a fiduciary fee-only environment preferred.
• Experience with qualified plans preferred.
• Ability to handle multiple tasks and complete them in a timely manner.
• Proficient in Excel, PowerPoint, and Outlook.

Skills

• Excellent communication (written and verbal).
• Strong organization and interpersonal skills.
• Ability to excel in a fast-paced, team environment.
• Outgoing, sales-minded, self-motivated, and multi-faceted.

Public Accounting experience is a plus.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (e.g., endowments, foundations), high-net-worth individuals, and families. The firm has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, and Barron’s.