Careers

Beacon Pointe is the firm it is today because of its people. We are a team of talented, diverse, upstanding and passionate individuals and are always looking for qualified candidates that fit our company culture. Beacon Pointe provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment candidates who reside in California are directed to review our California Candidate Privacy Notice.
The FACES of Beacon Pointe
Be Family

We live by the golden rule of treating those the way we would like to be treated. We see ourselves as a work family, mentoring those new to the company and learning from our peers. We embrace the communities we live within and strive to make a positive impact.

Be Ambitious

With a culture of transparency and accountability, we enable our employees to be evaluated on their contribution to their team and the firm as they blaze their own trails of career development.

Be Collaborative

Beacon Pointe has a team-centric mentality, challenging each other to personally thrive and excel while being supportive when a colleague is in need of assistance or there is an opportunity to join forces on a project.

Be Entrepreneurial

From every viewpoint, we value creativity and innovation.  Our business is built on consistently challenging the norm and finding a better way to approach what we currently do. We encourage individuals to take initiative, think outside of the box through idea sharing, and formulate solutions that can have a direct positive impact on the company, employees and the clients we serve.

Be of Service

Lastly but most importantly, we are about service to our clients, to our team, and to the community in which we live. Each year, we give a paid day of work to each team member to spend their time volunteering for a local 501(c)(3) non-profit, and many in our firm serve on boards or in other volunteer capacities within our nonprofit community.

Employee Support
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Award-winning culture that rewards drive and teamwork

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Competitive compensation with potential bonuses

woman icon

Women’s leadership and development workshops

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Community outreach and philanthropic activities

graduate icon

Training options for personal and professional growth

Healthcare Planning

Robust suite of health plan options

Job Openings
Full-Time
Denver, CO
Posted 2 days ago
Client Service Associate | Denver, CO Job Description This is an entry level position and we are seeking a candidate in our Denver, CO 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. This is an entry level position and can lead to additional opportunities in Beacon Pointe’s Client Service, Operational, and Advisory teams.   Responsibilities
  • Respond to routine client requests via phone, email and/or other contact methods
  • Assist with preparation of meeting presentation materials, document meeting follow-up, and takes ownership of specific operational tasks
  • Monitor daily custodial alerts including cash management, account updates, trading, etc. and resolve accordingly
  • Record client inquires including service changes, new account opening, money movement, trading, etc. in Salesforce
  • Prepare custodian paperwork, facilitate account updates, and communicate with clients on status
  • Meet regularly with Wealth Advisors to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate
  • Participate in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.
Qualifications
  • Undergraduate degree preferred
  • Excellent interpersonal and verbal/written skills.
  • Strong analytical skills and ability to organize, understand, and explain data sets.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or another CRM.
  • Strong desire to deliver excellent client service in a long-term position
  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.

Job Features

Job CategoryClient Service & Operations

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Client Service Associate in our Denver, CO office.

Full-Time
Summit, NJ
Posted 2 days ago
Associate Wealth Advisor | Summit, NJ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Summit, 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.  

Job Features

Job CategoryAdvisors & Consultants

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Summit, NJ office.

Full-Time
Campbell, CA
Posted 1 week ago
Client Service Associate | Campbell, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate 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 institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry.  This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.   Responsibilities
  • Responds to routine client requests via phone, email and/or other contact methods
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • 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 Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.
Qualifications
  • Undergraduate degree required with  2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Strong analytical skills and ability to organize, understand and explain data sets using Excel.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
  • Demonstrated strong desire to grow in their role and career in Wealth Management.
  • 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.  

Job Features

Job CategoryClient Service & Operations

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Campbell, CA office.

Full-Time
Posted 1 week ago
Associate Wealth Advisor | Charleston, SC Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston, SC 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.  

Job Features

Job CategoryAdvisors & Consultants

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston, SC office.

Full-Time
Newport Beach, CA
Posted 2 weeks ago
Chief Human Resources Officer | Newport Beach, CA Job Description  We are currently seeking an experienced and strategic Chief Human Resources Officer (CHRO) to lead and oversee all aspects of our Human Resources department.  The CHRO 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 institutions. As a member of the executive team, the CHRO will partner with senior leadership to develop and execute a people strategy that aligns with our overall business objectives. The ideal candidate will have a deep understanding of HR best practices, a track record of organizational development, and the ability to drive employee engagement, talent acquisition, and leadership development.   Specific Responsibilities Include (but not limited to)
  • Strategic Leadership: collaborate with the CEO and executive team to develop and implement the company’s people strategy, ensuring alignment with business goals and objectives.
  • Talent Management: Oversee recruitment, talent acquisition, and retention strategies to attract top-tier talent and ensure a diverse and inclusive workplace.
  • Employee Engagement: Foster a positive organizational culture by developing programs that enhance employee engagement, satisfaction, and retention.
  • Leadership Development: Drive leadership development initiatives to ensure a strong pipeline of internal talent and succession planning across the organization.
  • Compensation & Benefits: Lead the development and management of competitive compensation and benefits programs that attract and retain talent while ensuring alignment with budgetary constraints.
  • HR Operations & Compliance: Oversee HR operations, policies, and compliance with local, state, and federal labor laws and regulations.
  • Employee Relations: Act as a trusted advisor to senior leadership and employees on employee relations matters, addressing concerns and resolving conflicts while promoting a healthy workplace culture.
  • Data-Driven Decisions: Utilize HR analytics to track and report on key workforce metrics, making data-driven decisions to improve HR practices and overall company performance.
  • Additional duties may entail participation in cross-business projects and assisting with national initiatives designed to streamline firm policies and procedures.  
  Qualifications 
  • Undergraduate degree required (bachelor’s degree in HR, business or related field preferred)
  • Proven experience as a CHRO, VP of HR, or in a senior HR leadership role.
  • In-depth understanding of labor law, employee relations, compensation structures, and HR technologies.
  • Excellent communication skills (verbal, written, listening, presentation, interpersonal), integrity, and cultural awareness
  • Resourceful, detail-oriented, with a problem-solving aptitude and thorough knowledge of HR procedures and policies
  • Advanced knowledge of Microsoft Office ® and ATS/HRIS systems (such as TriNet, UltiPro, Workday or ADP)
  • Ensures compliance with all Federal, State and local regulations (multi-state)
  • Ability to objectively coach employees and management through complex and challenging issues
  • Empathetic and professional approach, capable of building strong relationships both inside and outside of the organization
  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.  

Job Features

Job CategoryHuman Resources

We are currently seeking an experienced and strategic Chief Human Resources Officer (CHRO) to lead and oversee all aspects of our Human Resources department. 

Full-Time
Carlsbad, CA
Posted 3 weeks ago
Associate Wealth Advisor | Carlsbad, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Carlsbad, 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.  

Job Features

Job CategoryAdvisors & Consultants

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Carlsbad, CA office.

Full-Time
Dallas, TX, Remote
Posted 4 weeks ago
Senior Mergers & Acquisitions Analyst | Dallas, TX Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Analyst for our Mergers & Acquisitions Team in Dallas, TX. This candidate will join a highly talented team of investment professionals that support the firm’s merger and acquisitions efforts, as well as other strategic finance projects for the executive leadership team. The 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 employees and clients.   Responsibilities
  • Supporting key analysis for strategic finance needs for Beacon Pointe’s Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
  • Analysis of Target’s Financials
    • Working with Target to normalize P&L for non-recurring expenses, owner-expenses, the Beacon Pointe compensation model, and run-rate performance to arrive at a valuation EBITDA
  • Seller Proceeds Analysis
    • Comparing the illustrative proceeds a Seller would receive in a status quo scenario vs. a merger with Beacon Pointe
    • Assess compensation under the Beacon Pointe advisor compensation model for non-partner wealth advisors
  • Attending management meetings / diligence sessions with Target
  • Managing the M&A pipeline
  • Organizing data rooms with Targets
  • Performing diligence analyses on Targets
  • Coordinating QofE process with 3rd party advisors
  • Helping to prepare bid letters
  • Preparing closing funds flow workbooks
  • Pro forma covenant / leverage analyses
  • Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations)
  • Pre- and post-close integration efforts
  • Other ad-hoc analyses to support M&A efforts
  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.

Job Features

Job CategoryAnalysts & Research

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Analyst for our Mergers & Acquisitions Team in Dallas, TX.

Full-Time
Scottsdale, AZ
Posted 1 month ago
Office Management Associate | Scottsdale, AZ Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in all aspects for the firm’s daily operations in addition to handling general office management duties.  This candidate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth individuals and large complex institutions.  The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.   Responsibilities
  • Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
  • Scheduling all Client Meetings using primarily Calendly, and also other forms of communication
  • Helping prepare for client meetings by assembling client statements, printing/binding all deliverables and preparing the meeting rooms
  • Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
  • Handling basic client distribution requests as directed by Client Services Manager
  • Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
  • 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 regarding work order requests, or suite, building and parking concerns
  • Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
  • Delivering client/ prospect communications
    • Ownership of BP bulk email correspondence and Client Birthday Cards
  • Reviewing, editing, adding graphics, etc. to presentations, letters and other various communications
  • Event coordination and ownership
    • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
  • Serve as local office marketing point person
    • Attend/ participate in conference calls
    • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
    • Communicate changes and important info to advisors and staff
    • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
  • Assisting with other general administrative and office management duties as needed
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
  Qualifications
  • Aligns with Beacon Pointe Values: FACES
  • Four-year college degree or equivalent professional experience
  • Excellent interpersonal and verbal/written skills
  • Must be organized, detail-oriented and able to multitask
  • Proven ability to work in a fast-paced, evolving work environment
  • Enthusiastic demeanor and exhibits professional initiative
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) is a must
  • Tech savvy mentality and ability to understand various system components (Zoom, SalesForce, Calendly, Microsoft Office applications)
  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.

Job Features

Job CategoryClient Service & Operations

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Scottsdale, AZ office.

Full-Time
Newport Beach, CA
Posted 2 months ago
Strategic Integration, Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm’s merger and acquisitions (M&A) efforts. This candidate will act in a support role to a Project Manager for new firms joining Beacon Pointe. The successful candidate will have a demonstrated track record of educational achievement, is process driven, detail oriented, a strategic problem solver and takes ownership in seeing projects to completion. Responsibilities
  • Supports Strategic Integration Project Manager(s) with newly acquired office project plans to cohesively integrate new offices to the firm
  • Coordinates between internal departments to complete integration projects as well as solve day to day operational hurdles
  • Meets regularly with Strategic Integration team to support new office onboarding initiatives
  • Assists in synchronizing data transfer between new firms, custodians, and third-party vendors
  • Manages the preparation, processing and tracking of client paperwork via mail and electronic delivery
  • Records and reports integration milestones within Salesforce CRM and other project management tools
  • Other duties, as assigned
  Qualifications
  • Bachelor’s degree required
  • 1-2 years of experience in the financial industry specifically within client service and/or operations
  • Experience with custodian partners preferred; Charles Schwab and Fidelity Investments
  • Excellent written and verbal communication skills
  • Strong organizational, analytical and interpersonal skills
  • Ability to excel in a fast-paced, team oriented 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.

Job Features

Job CategoryClient Service & Operations

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach office.

Full-Time
Newport Beach, CA
Posted 2 months ago
Client Service Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Newport Beach, 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 institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry.  This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.   Responsibilities
  • Responds to routine client requests via phone, email and/or other contact methods
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • 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 Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.
Qualifications
  • Undergraduate degree required with  2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Strong analytical skills and ability to organize, understand and explain data sets using Excel.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
  • Demonstrated strong desire to grow in their role and career in Wealth Management.
  • 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.  

Job Features

Job CategoryClient Service & Operations

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Newport Beach, CA office.

Full-Time
Scottsdale, AZ
Posted 3 months ago
Central Support Trader | Scottsdale, AZ Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Account Services Trader in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. 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  
  • Place Mutual Fund, ETF and equity trades through Charles Schwab, TD Ameritrade or Fidelity
  • Research and respond to routine-to-complex inquires within defined service level commitments
  • Trade Correction processing, reporting and analysis
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
  • Partner with internal teams to document, review and update firm policies & procedures
  • Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
  • Assist advisors and their team with system navigation, configuration, and account setup
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  Qualifications
  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
  • Experience with Envestnet preferred
  • Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
  • 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Self-starter with a proven ability to work in a fast-paced, evolving work 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 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.

Job Features

Job CategoryClient Service & Operations

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Account Services Trader in our Scottsdale, AZ office.

Full-Time
Greensboro, NC
Posted 3 months ago
Associate Wealth Advisor | Greensboro, NC Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Greensboro, NC office or our Durham, NC 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.

Job Features

Job CategoryAdvisors & Consultants

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Greensboro, NC office or our Durham, NC office.

Full-Time
Plano, TX
Posted 3 months ago
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 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.  

Job Features

Job CategoryAdvisors & Consultants

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

Full-Time
Plano, TX
Posted 3 months ago
Relationship Manager | Plano, TX Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Plano, TX ­­­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.

Job Features

Job CategoryClient Service & Operations

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Plano, TX ­­­office.

Full-Time
Bala Cynwyd, PA
Posted 3 months ago
Associate Wealth Advisor | Bala Cynwyd, PA We are currently seeking high quality, motivated individuals  to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia office. The ideal candidate will be responsible for assisting in client advisory, investment management, financial planning and administrative aspects of client service. This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.  As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.  Associate Wealth Advisors are paid a salary plus bonus with potential for variable compensation later when promoted to Wealth Advisors. 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 client service associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning
  • Assist with business development efforts and generating proposals
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data and notes in various internal systems including the firm’s portfolio management database (Tamarac) and CRM (Salesforce)
  • Developing an 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)
  • 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
  • Positive attitude and ability to work collaboratively with colleagues
  • Proficiency in Microsoft Office applications is a must
  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.

Job Features

Job CategoryAdvisors & Consultants

We are currently seeking high quality, motivated individuals  to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia office.

Equal Employment Opportunity and Diversity: We are committed to equal-employment principles, and we recognize the value of committed worksite employees who feel they are being treated in an equitable and professional manner. We strive to find ways to attract, develop and retain the talent needed to meet business objectives, and to recruit and employ highly qualified individuals representing the diverse communities in which we live. Employment policies and decisions on employment and promotion are based on merit, qualifications, performance, and business needs. The decisions and criteria governing the employment relationship with all worksite employees are made in a non-discriminatory manner—without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, military status, sexual orientation, or any other factor (including medical marijuana cardholder status for Arizona applicants and worksite employees) determined to be an unlawful basis for such decisions by federal, state, or local statutes. Employment candidates who reside in California are directed to review our California Candidate Privacy Notice.

Beacon Pointe is committed to ensuring equal access for people with disabilities. As potential employees of Beacon Pointe, people with disabilities can be important contributors to Beacon Pointe’s business success and should not be excluded, but rather welcomed into the Beacon Pointe family. Please do not hesitate to reach out to info@beaconpointe.com to request a PDF format of existing Beacon Pointe Job Opportunities. 

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