Beacon Pointe · 3 weeks ago
Senior Associate Wealth Advisor
United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $125K/yr
3+ years expBeacon Pointe is a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. They are seeking an exceptional Senior Associate Wealth Advisor to support their advisors and provide top-notch service to clients, managing client relationships and assisting in planning and implementation of recommendations.
Financial Services
Responsibilities
Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients
Have a working knowledge for all of your clients and accurately manage client data across all systems
Ensure all client tasks, requests and communications are taken care of on a timely basis
Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client
Gather client information and create or update planning projections
Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals
Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations
Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests
Be back-up to Client Service Team on all custodian requests
Help develop tools and templates to assist with the efficient delivery of our service offering
Contribute to a professional and energetic working environment
Qualification
Required
Minimum of 3 years of financial services experience
Bachelor's degree required
Exceptional organizational skills with a strong ability to prioritize and multi-task
Personable, responsive and engaging with a client-first attitude
Mature, self-starting professional willing to take ownership of assigned responsibilities
Ability to work independently and take direction from multiple parties
Strong computer skills including advanced proficiency with Excel, PowerPoint and Word
Excellent written and verbal communication skills
Preferred
Ideal candidate has a CFP
Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required
Benefits
Annual discretionary bonus
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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