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

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Women’s leadership and development workshops

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Community outreach and philanthropic activities

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Training options for personal and professional growth

Healthcare Planning

Robust suite of health plan options

Job Openings
Full-Time
Scottsdale, AZ
Posted 22 hours ago
Account Services Associate | Scottsdale, AZ  Job Description  Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate 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
  • Prepare client account paperwork, submit to custodians and follow-up to confirm completion
  • Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures
  • Execute account maintenance tasks such as, account terminations and other special requests as directed
  • Review custodian alerts, document in applicable systems and follow-up as needed to resolve
  • Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
  • Research and respond to routine-to-complex inquires within defined service level commitments
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
  • Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView)
  • Partner with internal teams to document, review and update firm policies & procedures
  • 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)
  • 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 
  • 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.) 
  • Knowledge of Salesforce CRM and Tamarac AdvisorView preferred 
  • Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork 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.

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Campbell, CA
Posted 2 weeks ago
Office Management Associate | Campbell, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Campbell, CA 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)
  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.   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 qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Campbell, CA office.

Full-Time
Newport Beach, CA
Posted 3 weeks 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 (CSA) 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 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.

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Scottsdale, AZ
Posted 3 weeks 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
Newport Beach, CA
Posted 1 month 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 (CSA) 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 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.

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Plano, TX
Posted 1 month 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.
  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 qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our ­ Plano, TX office.

Full-Time
Newport Beach, CA
Posted 1 month ago
Strategic Integration, Senior Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration, Senior Associate in our Newport Beach, CA office. This candidate will join a highly talented team of professionals that support the firm’s mergers 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 is process driven, detail oriented, a strategic problem solver and takes initiative and ownership in seeing projects to completion.   Responsibilities
  • Supports Strategic Integration Team with newly acquired office project plans to cohesively integrate new offices to the firm and takes initiative to ensure a smooth transition
  • Acts as a liaison for new partner offices to execute onboarding and handle various requests via email and/or virtual meetings
  • Coordinates with internal departments to provide high level support to new partner office, complete integration projects and solve day to day operational hurdles
  • Assists in synchronizing data transfer and clean up between new firms, custodians, and third-party vendors
  • Collaborates with project managers to help streamline firm policies and procedures with new offices
  Qualifications
  • Bachelor’s degree required
  • 3-5 years of experience in the financial industry specifically within Client Service and/or Operations
  • Experience with custodian partners preferred; Charles Schwab, Fidelity, SEI and/or Pershing
  • Excellent interpersonal and verbal/written skills
  • Attention to detail and organizational skills
  • Team oriented and collaborative nature
  • Strong skillset 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

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

Full-Time
Scottsdale, AZ
Posted 4 months ago
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 dedicated to servicing sophisticated, high net worth individuals and families. 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 Senior 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 internal systems including the firm’s portfolio management database (Tamarac)
  • 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)
  • 1 - 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 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 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 Scottsdale, AZ office.

Senior Data Engineer, Information Technology – Data & Development | Remote  Job Description The Senior Data Engineer will oversee the department’s data infrastructure, including developing a data model, integrating large amounts of data from different systems, building & enhancing a data lake-house & subsequent analytics environment, and writing scripts to facilitate data analysis. This role will work closely & collaboratively with members of the executive team and various departments across the organization to define requirements, mine & analyze data, and deploy high-quality data pipelines to support analytics needs & data ingestion from recently acquired firms. The Data team is responsible for turning data into information that leads to insights and actions to improve the business. Responsibilities
  • Build & continuously enhance a data lake-house that ingests data from different sources to create a unified system for unstructured, semi-structured, and structured data.
  • Combine & analyze data from the lake-house to create analytical reports & insights for executive management.
  • Responsible for developing complex queries in SQL, SPL, stored procedures, or PowerBI from a very large data volume and multiple data sources.
  • Able to use and apply the right analytical techniques to identify hidden patterns & trends that can be leveraged to improve the business.
  • Lead data analysis to solve complex data issues and support data research requests.
  • Perform data analytics, visualization, dashboard customization, and alerts in various cloud platforms such as Azure, Redshift, PowerBI, Tableau.
  • Partner with strategic vendors to connect external data sources.
  • Build logic that will connect & ingest data sources from newly acquired offices.
  • Help improve data quality & efficiency for various platforms.
  • Build process automation, algorithms, & prototypes.
  • Audit & enhance data quality & reliability.
  • Work as a team to create data integrations with other systems.
  • Monitor and develop data integration tools to provide support for business process across internal platforms (Tamarac Reporting, eMoney, HubSpot, Box)
  • Stay current with trends, techniques, technology, and other factors impacting the job.
Qualifications
  • Technical expertise with data models, data mining, and segmentation techniques.
  • Extensive experience with processing large sets of unstructured, semi-structured, and structed data.
  • Extensive experience building, maintaining, and enhancing data lakes and data warehouses.
  • Extensive experience working in AWS (Amazon Web Services), Azure, Tableau, & Snowflake.
  • Extensive experience in ETL design, implementation, and maintenance.
  • Extensive experience in programing knowledge for Python & C/C++ and strong in wiring complex DB query SQL.
  • Experience with data modeling and working with Big Data.
  • Experience with data analysis and visualization, particularly PowerBI & Tableau.
  • Strong analytical experience & skills that can extract actionable insights from raw data to help improve the business.
  • Designing and implementing real time pipelines.
  • Ability to effectively manage data, data storage, and data security.
  • Great numerical and analytical skills.
  • Excellent problem-solving skills and the ability to troubleshoot and resolve platform-related issues.
  • Strong communication skills with the ability to collaborate effectively with cross-functional teams and stakeholders.
  • Proactive and self-motivated with a passion for continuous learning and staying updated with Salesforce best practices and new features.
  • Bachelor’s degree or above in computer science, Information Technology, or a related field is preferred.
  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 CategoryTechnology

The Senior Data Engineer will oversee the department’s data infrastructure, including developing a data model, integrating large amounts of data from different systems, building & enhancing a data l...

Full-Time
San Jose, CA
Posted 5 months ago
Associate Wealth Advisor | San Jose, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, 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 dedicated to servicing sophisticated, high net worth individuals and families. 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 Senior 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 internal systems including the firm’s portfolio management database (Tamarac)
  • 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)
  • 1 - 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 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 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 San Jose, CA 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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