Wealth Advisor jobs in United States
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Beacon Pointe · 1 day ago

Wealth Advisor

positionBellevue, WA
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms, providing advisory services to a range of clients including high-net-worth individuals and families. They are seeking a Wealth Advisor to manage client relationships and deliver complex retirement and estate planning solutions.

Financial Services
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Growth Opportunities

Responsibilities

Providing a best-in-class service experience for a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
Developing new client relationships through contacts and networking
Developing business through retail custodial branches at Charles Schwab & Fidelity
Servicing and advising clients relative to their wealth management, investment, and financial planning needs
Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans
Representing the firm in a positive and professional manner
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualification

CFP®CFAInvestment advisor representativeClient relationship managementExcelPowerPointOutlookSales-mindedPublic Accounting experienceCommunication skillsOrganizational skillsInterpersonal skillsSelf-motivated

Required

Four-year college degree
8-10 years of industry experience
Licensed as an investment advisor representative (RIA)
Ability to handle multiple tasks and complete in a timely manner
Proficient in Excel, PowerPoint and Outlook
Excellent communication (written and verbal), organization and interpersonal skills
Ability to excel in a fast-paced, team environment
Outgoing, sales-minded, self-motivated and multi-faceted to help grow our business

Preferred

Bachelor's Degree in Finance, Business or Economics
Professional Financial Designation (CFP® or CFA, or MBA in Finance)
Experience managing client relationships in a fiduciary fee-only environment
Experience with qualified plans
Public Accounting experience

Company

Beacon Pointe

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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.
dateFounded in 2002
location
Newport Beach, CA, US
people-size501-1000 employees
web-link
http://www.beaconpointe.com

Funding

Current Stage
Late Stage

Leadership Team

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Shannon Eusey
CEO and Co-Founder
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Garth Flint
Partner and Co-Founder
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Company data provided by crunchbase