Beacon Pointe · 5 days ago
Associate Wealth Advisor
Campbell, CA
Full-time
Onsite
Entry Level
2+ years expBeacon Pointe Advisors is seeking qualified candidates for the role of Associate Wealth Advisor in their Campbell, CA office. The Associate Wealth Advisor will assist in client advisory, investment management, and administrative aspects of client service while working closely with Senior Wealth Advisors to enhance clients' lives through wealth alignment and management.
Financial Services
Responsibilities
Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
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 Wealth Advisors in daily aspects of client service, advising, and financial planning
Assist with business development efforts
Coordinating timely investment process of new client accounts within internal guidelines
Responsibility for client data in various systems including financial planning software, CRM and portfolio management systems
Developing in depth understanding of portfolio construction and risk management
Communicating with separate account managers regarding client service issues
Other duties as assigned
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures
Qualification
Required
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 is a must, with strong excel skills preferred
Responsibility for client data in various systems including financial planning software, CRM and portfolio management systems
Developing in depth understanding of portfolio construction and risk management
Preferred
Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience)
Minimum of two years' experience in the financial services industry
Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
Company
Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shannon Eusey
CEO and Co-Founder
Garth Flint
Partner and Co-Founder
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