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
Award-winning culture that rewards drive and teamwork
Competitive compensation with potential bonuses
Women’s leadership and development workshops
Community outreach and philanthropic activities
Training options for personal and professional growth
Robust suite of health plan options
Job Openings
Compliance Associate | Newport Beach, CA
Job Description
We are seeking a motivated and detail-oriented Compliance Associate to join our Compliance team. The Compliance Associate will play a key role in the daily administration of the firm’s compliance program, ensuring adherence to regulatory and policy requirements. This position will help promote a strong culture of ethics and integrity and serve as a resource for firm personnel seeking regulatory guidance.
Key Responsibilities:
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.
- Support day-to-day compliance functions, including Code of Ethics monitoring, and managing employee onboarding and offboarding processes (e.g., Form U4, Form filings, disclosures, and attestations).
- Assist with gathering materials for regulatory exams, and internal compliance testing
- Monitor the submission of advertising and marketing materials for review; assist with marketing reviews.
- Provide administrative support for compliance projects and initiatives.
- Help firm personnel to address and resolve compliance issues as they arise.
- Prepare and distribute compliance communications and updates to firm employees.
- Participate in the maintaining and updating the firm’s compliance manual, policies, and procedures.
- Maintain a compliance calendar to identify all critical dates related to regulatory, client reporting, and other compliance matters to ensure deadlines are met.
- Stay informed on regulatory and compliance issues and participate in continuing education opportunities.
- Bachelor’s Degree or an equivalent combination of experience, education, and training.
- Prior experience in a compliance, legal, regulatory, or financial services environment.
- Familiarity with SEC regulations applicable to registered investment advisers is preferred.
- Strong analytical and problem-solving skills.
- High attention to detail and excellent organizational skills.
- Excellent written and verbal communication skills.
- Self-motivated with the ability to work independently while collaborating with the broader team.
- Ability to handle sensitive information with discretion and maintain confidentiality is required.
- Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
- Experience with compliance software tools (e.g., MyComplianceOffice (MCO), Global Relay, or similar platforms), is preferred.
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 Category | Compliance |
Senior Wealth Advisor | Redmond, WA
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Redmond, WA office as a Senior Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high net worth individuals and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with customized investment, retirement and estate planning solutions.
Responsibilities
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.
- Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Design and implement financial plans for clients.
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Representing the firm in a positive and professional manner
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
- CFP® or CFA designation (preferred)
- At least five-seven years of industry experience
- Experience with qualified plans preferred
- Strong communication and presentation skills
- Ability to handle multiple tasks and complete in a timely manner
- Ability to work with a team, yet be a self-starter
- Proficient in Excel, PowerPoint and Outlook
- Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
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 Category | Advisors & Consultants |
Client Service Associate | Milwaukee, WI
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Milwaukee, WI 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
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.
- 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
- 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.)
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 Category | Client Service & Operations |
Client Service Associate | Denver, CO
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Denver, CO 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
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.
- 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
- 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.)
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 Category | Client Service & Operations |
Senior Relationship Manager | Dallas, TX
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our Dallas, TX office. The Senior Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
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.
- 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.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- CFP or willing to pursue the CFP for completion within 24 months
- 1-2+ years relevant experience
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications is a must
- Experience using Tamarac is a plus.
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 Category | Client Service & Operations |
Associate Wealth Advisor | Scottsdale, AZ
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
Responsibilities
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.
- 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.
- 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
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 Category | Advisors & Consultants |
Firm Operations Associate | Remote
Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as an Operations Associate. 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.
As an Associate for Beacon Pointe, you will be responsible for supporting core business functions and the continuous development and improvement of policies and administration of operational processes. The Associate must have an in-depth knowledge and experience in the financial services industry that includes project management and operational critical thinking skills. This role is vital in furthering the firm’s ability to grow and scale operational functions.
Responsibilities:
Operations Queue and Operations Email inbox requests handling
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.
- Monitors and completes requests in the Salesforce Operations queue from platform and local offices teams. These range from user access requests, account specific coding permissions, integrations and process improvement items.
- Serve as a point of contact for the local operations teams and the custodian teams to communicate and resolve issues that affect processes on a global scale.
- Facilitate user provisioning with our custodian partners at Charles Schwab, Fidelity & other platforms
- Partners with custodian teams to update and streamline data management, account code reconciliation and system access/permissions
- Review custodian communications, document in applicable systems and follow-up as needed to resolve or provide awareness
- Manage and lead projects that aid the firm in supporting and scaling operations
- Develop and implement standardized and efficient processes to be leveraged by local operational teams
- Actively participate in the continuous improvement of the Firm Operations processes and procedures
- Regular coordination with operational teams to update process documentation details.
- Aids in planning and executing of operations meetings and events
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- 2 - 3+ years of relevant experience required 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.).
- Knowledge of Salesforce CRM and Tamarac preferred
- Experience with Charles Schwab and/or Fidelity institutional platforms preferred
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
Senior Client Service Associate | New York, NY
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
Responsibilities
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.
- 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
- Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
- 3 - 5+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills.
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
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 Category | Client Service & Operations |
Associate Wealth Advisor | Roseland, NJ
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Roseland, NJ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
Responsibilities
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.
- 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.
- 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
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 Category | Advisors & Consultants |
Senior Associate Wealth Advisor | Waltham, MA
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Associate Wealth Advisor in our Waltham, MA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
Responsibilities
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.
- 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.
- 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
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 Category | Advisors & Consultants |
Job Description | Remote
Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Integration Associate. 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.
As an Operations Integration Specialist for Beacon Pointe you will be responsible for assisting in onboarding new offices & advisors to Beacon Pointe Advisors, including training financial advisors and operations staff on Beacon Pointe processes and systems. This individual will also be responsible for paperwork preparation and completion during transitions and video and written training content for firm wide use. The Operational Integrations Associate must have an in-depth knowledge and experience in the financial services industry that includes concierge level service and operational critical thinking skills.
Responsibilities
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.
- White Glove Service Offering to new offices & advisors joining Beacon Pointe
- Training advisors and operations staff on Beacon Pointe processes and procedures
- Integrate the new office into the firm’s operational model
- Create and maintain video and written training content for firm wide use
- Introduce and transition the office to Account Services once onboarded
- Prepare client account paperwork, custodian maintenance paperwork, and submit to custodians and follow-up to confirm completion during and immediately following transition to Beacon Pointe
- Research and respond to routine-to-complex inquires within defined service level commitments
- Participate in team meetings and collaborate with operations leadership, M&A teams and other operations team in support of transitioning offices
- Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
- 3+ 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.)
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
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 Category | Client Service & Operations |
Client Service Associate | Pasadena, CA
Job Description
We are seeking a candidate in our Pasadena, CA office who wants to grow within the client service space, develop long term relationships with clients, and become an expert facilitator of client needs. The prospective candidate will join a talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. The successful candidate should have a demonstrated track record in client service, be comfortable in a fast-paced environment requiring excellent attention to detail and have an interest in pursuing a career in with a Registered Investment Advisor in the Wealth Management industry.
Responsibilities
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.
- Responds to routine client requests via phone, email and/or other contact methods
- Handling of incoming mail, faxes and business services; daily overnight package drop off as needed
- Ordering of food and beverage for meetings and at times picking up/ delivering
- Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
- Correspondence with building management and service vendors regarding work order requests
- Input and updating of client information into various internal systems including Salesforce CRM
- Ownership of BP bulk email correspondence
- Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
- Coordination of meeting requests, travel arrangements, and other administrative tasks for Managing Director
- Serve as local office marketing point person in collaboration with HQ Marketing Team
- Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
- Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
- Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
- Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Assisting with other general administrative and office management duties as needed
- 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.)
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 Category | Client Service & Operations |
Associate Wealth Advisor | Campbell, CA
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. We do this through three key areas: life & legacy planning, sophisticated investment solutions, and impact initiatives.
Responsibilities
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.
- 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.
- 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
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 Category | Advisors & Consultants |
Client Service Associate | San Jose, CA
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and 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
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.
- 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.
- 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.
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 Category | Client Service & Operations |
Office Management Associate | Metairie, LA
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Metairie, LA 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
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.
- 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.
- 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.
Job Features
| Job Category | Client Service & Operations |
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.
