Careers

Senior Family Wealth Strategist | Newport Beach, CA/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. ·       Strong collaborative mindset and experience working in a multi-disciplinary team environment. ·       Exceptional interpersonal skills with the ability to build trust and credibility with sophisticated clients and their advisory teams. ·       Strong analytical, communication, and presentation skills. ·       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 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.

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 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.

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.

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

Compliance Associate | Newport Beach, CA Job Description We are seeking a motivated and detail-oriented Compliance Associate to join our Compliance team. The Compliance Associate will play a key role in the daily administration of the firm’s compliance program, ensuring adherence to regulatory and policy requirements. This position will help promote a strong culture of ethics and integrity and serve as a resource for firm personnel seeking regulatory guidance. Key Responsibilities:

• Support day-to-day compliance functions, including Code of Ethics monitoring, and managing employee onboarding and offboarding processes (e.g., Form U4, Form filings, disclosures, and attestations).
• Assist with gathering materials for regulatory exams, and internal compliance testing
• Monitor the submission of advertising and marketing materials for review; assist with marketing reviews.
• Provide administrative support for compliance projects and initiatives.
• Help firm personnel to address and resolve compliance issues as they arise.
• Prepare and distribute compliance communications and updates to firm employees.
• Participate in the maintaining and updating the firm’s compliance manual, policies, and procedures.
• Maintain a compliance calendar to identify all critical dates related to regulatory, client reporting, and other compliance matters to ensure deadlines are met.
• Stay informed on regulatory and compliance issues and participate in continuing education opportunities.

Qualifications:

• Bachelor’s Degree or an equivalent combination of experience, education, and training.
• Prior experience in a compliance, legal, regulatory, or financial services environment.
• Familiarity with SEC regulations applicable to registered investment advisers is preferred.
• Strong analytical and problem-solving skills.
• High attention to detail and excellent organizational skills.
• Excellent written and verbal communication skills.
• Self-motivated with the ability to work independently while collaborating with the broader team.
• Ability to handle sensitive information with discretion and maintain confidentiality is required.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Experience with compliance software tools (e.g., MyComplianceOffice (MCO), Global Relay, or similar platforms), is 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 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 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 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 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 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 | 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 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 | 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 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 | Roseland, NJ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Roseland, NJ 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 Beacon Pointe Advisors 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 Associate Wealth Advisor | Waltham, MA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Associate Wealth Advisor in our Waltham, MA 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 Beacon Pointe Advisors 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.  

Client Service Associate | Pasadena, CA Job Description We are seeking a candidate in our Pasadena, CA office who wants to grow within the client service space, develop long term relationships with clients, and become an expert facilitator of client needs.  The prospective candidate will join a 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 institutions. The successful candidate should have a demonstrated track record in client service, be comfortable in a fast-paced environment requiring excellent attention to detail and have an interest in pursuing a career in with a Registered Investment Advisor in the Wealth Management industry. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Handling of incoming mail, faxes and business services; daily overnight package drop off as needed
• Ordering of food and beverage for meetings and at times picking up/ delivering
• Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
• Correspondence with building management and service vendors regarding work order requests
• Input and updating of client information into various internal systems including Salesforce CRM
• Ownership of BP bulk email correspondence
• Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
• Coordination of meeting requests, travel arrangements, and other administrative tasks for Managing Director
• Serve as local office marketing point person in collaboration with HQ Marketing Team
• 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
• Meets regularly with 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
• Assisting with other general administrative and office management duties as needed

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 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 | Campbell, CA Job Description 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

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About Beacon Pointe Advisors 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.