Senior Wealth Advisor | Waltham, MA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Waltham, MA as a Senior Wealth Advisor.  The ideal candidate will be responsible for effectively attaining new clients both organically and non-organically through the proven referral channels of the retail branches of Charles Schwab, Fidelity and TD Ameritrade.  This position also works in conjunction with a team of wealth management and financial planning professionals dedicated to servicing sophisticated high net worth individuals and their families.   Responsibilities

• Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
• Developing new client relationships through contacts and networking
• Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
• Servicing and advising clients relative to their wealth management, investment, and financial planning needs
• Representing the firm in a positive and professional manner

Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.   Qualifications

• Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
• CFP® or CFA designation (preferred)
• At least seven years of industry experience
• Must have $10 million in transferrable managed accounts
• Strong communication and presentation skills
• Ability to handle multiple tasks and complete in a timely manner
• Ability to work with a team, yet be a self-starter
• Proficient in Excel, PowerPoint and Outlook

Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.   Interested Candidates:  Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile. Salary Range: $100,000 - $175,000   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.

Financial Planner | Dallas, TX Job Description We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Financial Planner in our Dallas, TX office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters.   Responsibilities

• Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience
• Working directly with clients to collect key documents for financial planning
• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
• Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
• Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
• Frequent communication with clients and internal associates – both verbally and in writing
• Participate in client meetings where needed
• Other duties as assigned

  Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not necessary)
• CFP or willing to pursue the CFP for completion within 24 months
• Series 65 (or ability to obtain within 3 months of assuming position)
• 3-5 years of financial planning experience
• Experience working in wealth management, and competency with eMoney
• Highly organized and able to excel in a fast-paced environment
• Analytical with basic proficiency in excel
• Excellent written and verbal communication skills
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

  Interested Candidates:  Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile. Salary Range: $70,000 - $100,000   About the Beacon Pointe Family of Companies Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.    

Senior Wealth Advisor | San Jose, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors in our San Jose, California office as a Senior Wealth Advisor.  The ideal candidate will be responsible for effectively attaining new wealth management clients and servicing ongoing client relationships.  This position works in conjunction with a team of wealth management and financial planning professionals dedicated to servicing sophisticated high net worth individuals and their families.   Responsibilities

• Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
• Developing new client relationships through contacts and networking
• 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.   Interested Candidates:  Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile. Salary Range: $120,000 - $130,000  

Executive Administrative Assistant | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Administrative Assistant in our Newport Beach, CA office. The candidate will be responsible for a wide range of daily administrative responsibilities while supporting the firm’s operations. The Administrative Assistant 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 candidate will join a highly talented team of wealth management and client service professional responsible for delivering superior service to sophisticated, high net worth individuals and large complex institutions.   Responsibilities

• Handle all administrative requests and queries from leadership and operation teams
• Act as point of contact for internal and external clients, responding and routing communication to the appropriate party via phone, email and/or other contact methods
• Organize and schedule all incoming and reoccurring meetings and appointments
• Booking travel arrangements
• Assist in the preparation of regularly scheduled reports
• Assist with preparation of meeting presentation materials, documents meeting follow-up and takes supports operational related tasks
• Participate in team meetings and collaborate with the leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned

  Qualifications

• Four-year college degree or equivalent experience required
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

  Interested Candidates:  Please click on the link below to complete a brief assessment. Please ensure your resume is uploaded prior to completing the process. Thank you! salary Range: $50,000 -$60,000 About the 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. We have developed our allWEALTH® client experience which includes access to institutional quality investments, life and legacy planning and impact initiatives such as values based investing, Women’s Advisory Institute and our Next Generation Program. 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.   Referral Code: 01

Financial Planner | Greensboro, NC Job Description We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Financial Planner in our Greensboro, North Carolina office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters.   Responsibilities

• Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience
• Working directly with clients to collect key documents for financial planning
• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
• Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
• Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
• Frequent communication with clients and internal associates - both verbally and in writing
• Participate in client meetings where needed
• Other duties as assigned

  Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not necessary)
• CFP or willing to pursue the CFP for completion within 24 months
• Series 65 (or ability to obtain within 3 months of assuming position)
• 3-5 years of financial planning experience
• Experience working in wealth management, and competency with eMoney
• Highly organized and able to excel in a fast-paced environment
• Analytical with basic proficiency in excel
• Excellent written and verbal communication skills
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

  Interested Candidates: Please click on the link below to complete a brief assessment. Please ensure your resume is uploaded prior to completing the process. Thank you! Salary Range: $70,000 - $90,000   About Beacon Pointe Advisors Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. 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. 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.

Wealth Advisor | Palm Desert, CA    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors out of Headquarters in Palm Desert, CA a as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high net worth individuals and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with customized investment, retirement and estate planning solutions.   Responsibilities

• Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
• Developing new client relationships through contacts and networking
• Design and implement financial plans for clients.
• Servicing and advising clients relative to their wealth management, investment, and financial planning needs
• Representing the firm in a positive and professional manner
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

  Qualifications

• Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
• CFP® or CFA designation (preferred)
• At least five years of industry experience
• Experience with qualified plans preferred
• Strong communication and presentation skills
• Ability to handle multiple tasks and complete in a timely manner
• Ability to work with a team, yet be a self-starter
• Proficient in Excel, PowerPoint and Outlook
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

  Interested Candidates: Please complete the brief assessment that is part of the application process. Once completed, please add your resume to complete your profile.           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.