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
- Respond to routine client requests via phone, email and/or other contact methods
- Assist with preparation of meeting presentation materials, document meeting follow-up, and takes ownership of specific operational tasks
- Monitor daily custodial alerts including cash management, account updates, trading, etc. and resolve accordingly
- Record client inquires including service changes, new account opening, money movement, trading, etc. in Salesforce
- Prepare custodian paperwork, facilitate account updates, and communicate with clients on status
- Meet regularly with Wealth Advisors to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate
- Participate in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.
- Undergraduate degree preferred
- Excellent interpersonal and verbal/written skills.
- Strong analytical skills and ability to organize, understand, and explain data sets.
- Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or another CRM.
- Strong desire to deliver excellent client service in a long-term position

Job Features
Job Category | Client Service & Operations |
- 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

Job Features
Job Category | Advisors & Consultants |
- 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.

Job Features
Job Category | Client Service & Operations |
- 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

Job Features
Job Category | Advisors & Consultants |
- Strategic Leadership: collaborate with the CEO and executive team to develop and implement the company’s people strategy, ensuring alignment with business goals and objectives.
- Talent Management: Oversee recruitment, talent acquisition, and retention strategies to attract top-tier talent and ensure a diverse and inclusive workplace.
- Employee Engagement: Foster a positive organizational culture by developing programs that enhance employee engagement, satisfaction, and retention.
- Leadership Development: Drive leadership development initiatives to ensure a strong pipeline of internal talent and succession planning across the organization.
- Compensation & Benefits: Lead the development and management of competitive compensation and benefits programs that attract and retain talent while ensuring alignment with budgetary constraints.
- HR Operations & Compliance: Oversee HR operations, policies, and compliance with local, state, and federal labor laws and regulations.
- Employee Relations: Act as a trusted advisor to senior leadership and employees on employee relations matters, addressing concerns and resolving conflicts while promoting a healthy workplace culture.
- Data-Driven Decisions: Utilize HR analytics to track and report on key workforce metrics, making data-driven decisions to improve HR practices and overall company performance.
- Additional duties may entail participation in cross-business projects and assisting with national initiatives designed to streamline firm policies and procedures.
- Undergraduate degree required (bachelor’s degree in HR, business or related field preferred)
- Proven experience as a CHRO, VP of HR, or in a senior HR leadership role.
- In-depth understanding of labor law, employee relations, compensation structures, and HR technologies.
- Excellent communication skills (verbal, written, listening, presentation, interpersonal), integrity, and cultural awareness
- Resourceful, detail-oriented, with a problem-solving aptitude and thorough knowledge of HR procedures and policies
- Advanced knowledge of Microsoft Office ® and ATS/HRIS systems (such as TriNet, UltiPro, Workday or ADP)
- Ensures compliance with all Federal, State and local regulations (multi-state)
- Ability to objectively coach employees and management through complex and challenging issues
- Empathetic and professional approach, capable of building strong relationships both inside and outside of the organization

Job Features
Job Category | Human Resources |
- 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

Job Features
Job Category | Advisors & Consultants |
- Supporting key analysis for strategic finance needs for Beacon Pointe’s Executive Leadership Team as part of our strategic growth plans within M&A and for other key projects for the firm
- Analysis of Target’s Financials
- Working with Target to normalize P&L for non-recurring expenses, owner-expenses, the Beacon Pointe compensation model, and run-rate performance to arrive at a valuation EBITDA
- Seller Proceeds Analysis
- Comparing the illustrative proceeds a Seller would receive in a status quo scenario vs. a merger with Beacon Pointe
- Assess compensation under the Beacon Pointe advisor compensation model for non-partner wealth advisors
- Attending management meetings / diligence sessions with Target
- Managing the M&A pipeline
- Organizing data rooms with Targets
- Performing diligence analyses on Targets
- Coordinating QofE process with 3rd party advisors
- Helping to prepare bid letters
- Preparing closing funds flow workbooks
- Pro forma covenant / leverage analyses
- Performance tracking and budgeting coordination with CFO / Controller (earnout and bonus calculations)
- Pre- and post-close integration efforts
- Other ad-hoc analyses to support M&A efforts

Job Features
Job Category | Analysts & Research |
- 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)

Job Features
Job Category | Client Service & Operations |
- Supports Strategic Integration Project Manager(s) with newly acquired office project plans to cohesively integrate new offices to the firm
- Coordinates between internal departments to complete integration projects as well as solve day to day operational hurdles
- Meets regularly with Strategic Integration team to support new office onboarding initiatives
- Assists in synchronizing data transfer between new firms, custodians, and third-party vendors
- Manages the preparation, processing and tracking of client paperwork via mail and electronic delivery
- Records and reports integration milestones within Salesforce CRM and other project management tools
- Other duties, as assigned
- Bachelor’s degree required
- 1-2 years of experience in the financial industry specifically within client service and/or operations
- Experience with custodian partners preferred; Charles Schwab and Fidelity Investments
- Excellent written and verbal communication skills
- Strong organizational, analytical and interpersonal skills
- Ability to excel in a fast-paced, team oriented environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Job Features
Job Category | Client Service & Operations |
- 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.

Job Features
Job Category | Client Service & Operations |
- 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
- 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.)

Job Features
Job Category | Client Service & Operations |
- 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

Job Features
Job Category | Advisors & Consultants |
- 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

Job Features
Job Category | Advisors & Consultants |
- 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.
- 2+ years relevant experience
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications is a must
- Experience using Tamarac and Salesforce is a plus.

Job Features
Job Category | Client Service & Operations |
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates – both verbally and in writing
- Serving as liaison to firm professionals and client service associates in the research, review and execution of sensitive and/or high priority investment related tasks
- Providing direct support to Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning
- Assist with business development efforts and generating proposals
- Coordinating timely investment process of new client accounts within internal guidelines
- Responsibility for client data and notes in various internal systems including the firm’s portfolio management database (Tamarac) and CRM (Salesforce)
- Developing an in-depth understanding of portfolio construction and risk management
- Communicating with separate account managers regarding client service issues
- Other duties as assigned
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- 2+ years relevant experience
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Positive attitude and ability to work collaboratively with colleagues
- Proficiency in Microsoft Office applications is a must

Job Features
Job Category | Advisors & Consultants |
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.