Associate Wealth Advisor

Company: Beacon Pointe Advisors LLC
Location: Campbell
Posted on: April 4, 2025

Job Description:

Job Description

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients' lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.

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.

Qualifications

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
Minimum of two years' experience in the financial services industry preferred
Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

Keywords: Beacon Pointe Advisors LLC, San Francisco , Associate Wealth Advisor, Other , Campbell, California