Careers

Client Service Associate | Campbell, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

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 (Word, Excel, PowerPoint, Office 365, etc.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Client Service Associate | Charleston, SC Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charleston, SC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

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 (Word, Excel, PowerPoint, Office 365, etc.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Client Service Associate | San Jose, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

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 (Word, Excel, PowerPoint, Office 365, etc.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

HR Coordinator | Newport Beach, CA  Job Description Beacon Pointe is seeking a motivated and detail-oriented HR Coordinator to join our team in Newport Beach, CA. This entry-level position is ideal for someone looking to start their career in Human Resources and gain hands-on experience in a dynamic and supportive environment. The HR Coordinator will play a key role in supporting the employee experience, with a focus on onboarding, wellness initiatives, and HR systems support. Responsibilities

• Own the onboarding process once candidates are handed off from recruiting, ensuring a smooth and welcoming experience for new hires
• Support the employee wellness program, including planning, communication, and engagement activities
• Assist with running reports and maintaining data in the HRIS system
• Respond to employee inquiries and provide general HR support
•  Help coordinate internal HR communications and employee engagement initiatives
•  Provide administrative support for various HR programs and projects as needed
• Maintain confidentiality and handle sensitive information with professionalism

Qualifications

•  0–1 years of experience in Human Resources or a related field (internships or relevant coursework a plus)
• Bachelor’s degree in human resources, Business Administration, or a related field preferred
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Eagerness to learn and grow within the HR field
• Positive attitude and a team-oriented mindset

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Associate Wealth Advisor | Skokie, IL Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Skokie, IL 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

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Senior Family Wealth Strategist | Remote  Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a nuanced understanding of the complex needs of ultra-high-net-worth (UHNW) clients. Such a candidate may be located nationwide, with the potential for hybrid or remote work arrangements. The Strategic and Legacy Planning department offers comprehensive guidance and education on estate, tax, philanthropic, and multigenerational planning to ultra-high-net-worth (UHNW) families, business owners, and entrepreneurs. The team works across multiple offices to help preserve and transfer wealth, plan for the care of their estates and themselves in the event of incapacity, and facilitate family meetings. The ideal candidate must be able to understand, articulate, and diagram a complex UHNW client’s estate plan, provide bespoke solutions tailored to the unique needs of UHNW clients, including recommendations to simplify or improve a client’s estate plan, identify tax-efficient wealth transfer opportunities, and facilitate family meetings. The candidate must possess at least 10 years’ experience in trust and estate planning or administration and in-depth technical expertise in multiple areas, including, but not limited to, estate planning, tax optimization, philanthropy, multigenerational wealth transfer, retirement planning, business succession, and insurance planning. The candidate should be comfortable representing the firm with prospects, clients, and centers of influence, including speaking at industry events. Responsibilities include, but are not limited to: ·       Ownership of the wealth planning for UHNW clients with a net worth of at least $ 30 M. Lead client engagements in collaboration with wealth advisors, legal professionals, and accountants. ·       Assessment of clients' financial, legal, and family documents to identify planning opportunities, interpret the planning documents, as well as analyze and model scenarios involving trusts, family partnerships, private foundations, and charitable vehicles. Present strategies to clients with clarity, discretion, and confidence, maintaining the highest standards of client service.

• Guidance to advisory teams and clients as to family meetings, serving as a trusted advisor in multigenerational family governance, educating and advising heirs.
• Identification of solutions and services as sales opportunities.
• Research of specific topics, legislation, or other planning matters.
• Develop content, thought leadership, and educational materials for both clients and advisors.
• Participation in both department and firmwide trust and estate planning initiatives.
• Continued education of developments in tax law, estate planning strategies, and wealth transfer vehicles.
• Other duties as assigned.

Qualifications ·       J.D. required. Advanced degrees (LL.M. in Taxation) and additional designations (CTFA, CPA, CFP, etc.) preferred. ·       Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required. ·       At least one year of legal experience in a law firm is required. ·       In-depth knowledge of U.S. estate, gift, and generation-skipping transfer tax laws. Proven ability to develop and implement complex planning strategies with a client-first approach. ·       Exceptional communication and interpersonal skills, with the ability to convey sophisticated ideas. ·       High degree of integrity, discretion, and professional judgment. ·       Highly organized and able to excel in a fast-paced environment. ·       Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required. ·       Competency with eMoney, BNA, or other planning, tax, or research software preferred.   Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Client Service Associate | Campbell, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

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 (Word, Excel, PowerPoint, Office 365, etc.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Relationship Manager | Metairie, LA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Metairie, LA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities

• Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
• Research and respond to routine-to-complex HNW client inquires in a timely fashion.
• Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
• Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
• Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
• Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
• Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
• Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• 2+ years relevant experience
• 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
• Experience using Tamarac and Salesforce is a plus.

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Associate Wealth Advisor | Larkspur, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Larkspur, 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

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Senior Client Service Associate | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (Sr. CSA) in our Scottsdale, AZ office. The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

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 (Word, Excel, PowerPoint, Office 365, etc.)

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Compliance Associate | Newport Beach, CA/Remote Job Description This role provides compliance support for a large, multi-office SEC registered investment adviser. The Compliance Associate will support the centralized compliance team in implementing and monitoring policies and procedures to ensure adherence to SEC regulations and internal requirements. While prior financial services compliance experience is ideal, we will consider candidates with backgrounds in RIA operations, broker-dealer supervision, or other regulatory support roles within the investment advisory or asset management space. Key Responsibilities:

• Assist with Code of Ethics Administration, including personal trade monitoring and employee certifications
• Support onboarding and offboarding of investment adviser representatives, including registration reviews and tracking documentation
• Help manage the firm’s compliance technology platform(s), including task workflows and reporting
• Maintain compliance records and assist with regulatory filings and exam preparation
• Review marketing and advertising materials for compliance with the SEC Marketing Rule
• Assist in documenting and investigating client complaints, trade errors, and employee disclosures
• Conduct regulatory research and assist in drafting internal guidance or training materials
• Support the execution of the firm’s annual compliance review and testing activities

Preferred Qualifications:

• Bachelor’s Degree or an equivalent combination of experience, education, and training
• 1-3 years of experience in a compliance, legal, or regulatory role at a SEC-registered RIA, broker-dealer, asset manager, or similar financial services firm
• Working knowledge of the Investment Advisers Act of 1940 and related SEC regulations
• Familiarity with compliance software platforms such MyComplianceOffice (MCO), ComplySci, or similar platforms

Also Considered:

• Experience in RIA operations, client service, or trading support
• Broker-dealer supervision, licensing, or registration functions
• Legal or regulatory roles in a financial services setting
• Compliance support roles at asset managers, fund administrators, or financial institutions
• AML/KYC or onboarding roles with exposure to regulatory compliance
• Strong understanding of investment products and advisory business practices

Skills and Attributes:

• Strong attention to detail and organizational skills
• Effective written and verbal communication
• Ability to manage sensitive information with professionalism
• Self-starter with a collaborative mindset

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Senior Wealth Advisor | Redmond, WA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Redmond, WA office as a Senior Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high net worth individuals and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with customized investment, retirement and estate planning solutions. Responsibilities

• Providing a best-in-class service experience to 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
• Design and implement financial plans for clients.
• Servicing and advising clients relative to their wealth management, investment, and financial planning needs
• 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.

  Qualifications

• Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
• CFP® or CFA designation (preferred)
• At least five-seven years of industry experience
• Experience with qualified plans preferred
• Strong communication and presentation skills
• Ability to handle multiple tasks and complete in a timely manner
• Ability to work with a team, yet be a self-starter
• Proficient in Excel, PowerPoint and Outlook
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Senior Relationship Manager | Dallas, TX Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our ­­­Dallas, TX office. The Senior Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.   Responsibilities

• Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
• Research and respond to routine-to-complex HNW client inquires in a timely fashion.
• Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
• Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
• Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
• Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
• Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
• Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
• 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)
• CFP or willing to pursue the CFP for completion within 24 months
• 1-2+ years relevant experience
• 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
• Experience using Tamarac is a plus.

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Associate Wealth Advisor | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ 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

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Senior Client Service Associate | New York, NY Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.   Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

Qualifications

• Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
• 3 - 5+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
• Excellent interpersonal and verbal/written skills.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About the Beacon Pointe Family of Companies 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 (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.