Job Archives

Full-Time
Skokie, IL
Posted 6 days ago
Client Service Associate | Skokie, IL Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Skokie, IL office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.   Responsibilities
  • Responds to routine client requests via phone, email and/or other contact methods
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned
  Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About the Beacon Pointe Family of Companies Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Skokie, IL
Posted 6 days ago
Associate Wealth Advisor | Skokie, IL Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Skokie, IL office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities
  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
  Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.  

Job Features

Job CategoryAdvisors & Consultants

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

Full-Time
San Jose, CA
Posted 3 weeks ago
Associate Wealth Advisor | San Jose, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities
  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryAdvisors & Consultants

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

Full-Time
Charlotte, NC
Posted 3 weeks ago
Client Service Associate | Charlotte, NC Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities
  • Responds to routine client requests via phone, email and/or other contact methods
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned
Qualifications
  • Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Denver, CO
Posted 4 weeks ago
Associate Wealth Advisor | Denver, CO Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Denver, CO office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities
  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Experience with E-money software is preferred
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryAdvisors & Consultants

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

Full-Time
Scottsdale, AZ
Posted 3 months ago
Sr Client Service Associate | Scottsdale, AZ We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our ­Scottsdale, AZ office. The Sr 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 both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities
  • Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
  • Research and respond to routine-to-complex HNW client inquires in a timely fashion.
  • Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
  • Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
  • Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
  • Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 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.
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.  

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Bala Cynwyd, PA
Posted 3 months ago
Associate Wealth Advisor | Bala Cynwyd, PA Job Description  We are currently seeking high quality, motivated individuals  to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia office. The ideal candidate will be responsible for assisting in client advisory, investment management, financial planning and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.  As one of the fastest growing RIAs in the country, Associate Wealth Advisors eventually work toward becoming Wealth Advisors, developing their own client base through both organic networks and custodian referral channels with which Beacon Pointe partners.  Associate Wealth Advisors are paid a salary plus bonus with potential for variable compensation later when promoted to Wealth Advisors. Responsibilities
  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates – both verbally and in writing
  • Serving as liaison to firm professionals and client service associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning
  • Assist with business development efforts and generating proposals
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data and notes in various internal systems including the firm’s portfolio management database (Tamarac) and CRM (Salesforce)
  • Developing an in-depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Positive attitude and ability to work collaboratively with colleagues
  • Proficiency in Microsoft Office applications is a must
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About 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. Beacon Pointe team members have the opportunity to participate financially in the growth of the firm.  Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryAdvisors & Consultants

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

Full-Time
Newport Beach, CA
Posted 4 months ago
Human Resource Generalist | Newport Beach  Job Description We are currently seeking qualified candidates to join Beacon Pointe as an HR Generalist in our Newport Beach, CA office. The candidate will be responsible for a wide range of HR responsibilities, along with assisting the HR Manager in all aspects of the firm’s HR operations. The candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s employees. 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
  • Administration of benefits programs including health and 401(k)
  • Maintain HR Inbox and responds to benefit and human resources-related inquiries
  • Assist in the implementation and management of the new HRIS platform
  • Audit the monthly vendor partner invoices and approve for payment
  • Manage the company’s wellness program
  • Assist employees with the enrollment process and answering any questions
  • Ownership of internal, employee-focused communications
  • Manage leave of absences, including disability, FMLA, PDL and workers’ compensation, in accordance with company policy and the law
  • Partner with the HR Director in revising the employee handbook
  • Act as a culture ambassador by notifying employees of valuable perks and empower employees to use their benefits package to its fullest potential
  • Assist the development, documentation and recommendation of continuous improvement of HR processes, procedures and programs
  • Well-rounded in HR practices with 3-5 years of experience in the field
  • Excellent written, verbal, and interpersonal communication abilities
  • Ability to maintain confidentiality
  • Experience in HR policies and procedures, Federal/ State legal requirements
  • Must have excellent people skills
  • Proficiency in Microsoft Office
  • Experience at multi-site company is a plus
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures. Qualifications
  • Well-rounded in HR practices with 3-5 years of experience in the field
  • Bachelor’s degree in human resources, business administration, or a related field
  • Excellent written, verbal, and interpersonal communication abilities
  • Ability to maintain confidentiality
  • Experience in HR policies and procedures, Federal/ State legal requirements
  • Must have excellent people skills
  • Proficiency in Microsoft Office
  • Experience at multi-site company is a plus
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryHuman Resources

We are currently seeking qualified candidates to join Beacon Pointe as an HR Generalist in our Newport Beach, CA office.

Full-Time
Scottsdale, AZ
Posted 5 months ago
Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Relationship Manager for our Family Office offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities
  • Prepare client account paperwork, submit to custodians and follow-up to confirm completion
  • Quality control of submitted requests and account set up in Tamarac following firm procedures
  • Execute account maintenance tasks such as, account terminations and other special requests as directed
  • Review custodian alerts, document in applicable systems and follow-up as needed to resolve
  • Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
  • Research and respond to routine-to-complex inquires within defined service level commitments
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
  • Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac)
  • Partner with internal teams to document, review and update firm policies & procedures
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  Qualifications
  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
  • 5+ 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
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Relationship Manager for our Family Office offering in our Scottsdale, AZ office.

Full-Time
Scottsdale, AZ
Posted 5 months ago
Trading Associate | Scottsdale, AZ Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a Trading Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities  
  • Place Mutual Fund, ETF and equity trades through Charles Schwab, TD Ameritrade or Fidelity
  • Research and respond to routine-to-complex inquires within defined service level commitments
  • Trade Correction processing, reporting and analysis
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
  • Partner with internal teams to document, review and update firm policies & procedures
  • Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
  • Assist advisors and their team with system navigation, configuration, and account setup
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
Qualifications
  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
  • Experience with Envestnet preferred
  • Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
  • 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills
  • Strong commitment to detail with excellent organization and prioritization skills
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.   About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryClient Service & Operations

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

Full-Time
Dallas, TX
Posted 7 months ago
Associate Wealth Advisor | Dallas, TX Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Dallas, Texas office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities
  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. Thank you!   About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Job Features

Job CategoryAdvisors & Consultants

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

Full-Time
Newport Beach, CA
Posted 8 months ago
Relationship Manager | Newport Beach Job Description We are currently seeking an individual who has found success in a detail- oriented, collaborative environment where innovative ideas are welcome. If you are a motivated self-starter and quick learner with the ability to take initiative you are  a perfect fit  to join the Beacon Pointe team as a Client Relationship Manager in our ­­­­­Newport Beach office. The Client 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 institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Responsibilities
  • 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.
  • Provide direct support to the Managing Director and Senior Wealth Advisors in daily aspects of client service, meeting preparation, advising and financial planning.
  • Research and respond to HNW client inquires in a timely fashion.
  • Participate in client meetings as directed by the Managing Director and/or present on relevant service engagements.
  • Partner with clients, wealth advisory and central operations teams in all aspects of client service 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.
  • Responsibility for downloading, Maintaining, and updating notes from client reviews utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
  • 4+ years relevant experience, including working knowledge of custodian’s requirements
  • Excellent written and verbal communication skills.
  • Strong organizational, analytical, and interpersonal skills
  • Detail oriented
  • Ability to excel in a fast-paced, team environment.
  • Proficiency in Microsoft Office applications is a must.
  • Experience using Tamarac and Professional Certifications is a plus.
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. Thank you! Salary Range: $80,000 - $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. Referral Code 01

Job Features

Job CategoryClient Service & Operations

"We are currently seeking an individual who has found success in a detail- oriented, collaborative environment where innovative ideas are welcome. If you are a motivated self-starter and quick learner...

Full-Time
Newport Beach, CA
Posted 2 years ago
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

Job Features

Job CategoryClient Service & Operations

"We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Administrative Assistant in our Newport Beach, CA office."