Full-Time
Summit, New Jersey
Posted 2 months ago

Title

Associate Wealth Advisor

Location

Summit, NJ

 

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Wealth Advisors as an Associate Wealth Advisor at our Summit, New Jersey office. The ideal candidate will be responsible for assisting in client advisory preparation, data management, portfolio reviews, and overall client service.

This individual will work directly with our senior Associate Wealth Advisors, assisting with day-to-day planning and investment-related tasks. Additionally, based on performance and interest, this position offers one-on-one mentorship and the opportunity to build a growth career path.  The role will play a significant part in growing our private client business, focused on servicing our existing client base of sophisticated, high net worth individuals and their families.

Specific responsibilities include, but are not limited to:

  • Providing direct support to the senior Associate Wealth Advisors in daily aspects of client service, advising, financial planning, and investments
  • Providing concierge level service to high net worth clients, internal associates, and strategic partners (CPAs, Attorneys, Insurance Professionals), involving frequent communication both verbally and in writing
  • Independent research, review, and execution of key financial planning and investment related tasks
  • Aiding in the preparation of periodic client reviews
  • Assisting senior Associate Wealth Advisors with tracking of daily capital flows and managing portfolio modeling software
  • Updating investment performance tracking and analytics sheets
  • Coordination of client data entry into financial planning software and management of client information
  • Development and ongoing review of client-specific financial planning analyses
  • Assisting with 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)
  • Pursuing CFP pre-requisite coursework preferred
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • High proficiency in Microsoft Office applications is a must
  • Ability to use macros and formulas within Excel preferred
  • Proficiency in Salesforce, Tamarac Advisor View, and/or eMoney preferred

Interested candidates: Please click on the following link to complete a brief assessment, that is part of the application process. We suggest allowing 10 – 20 minutes to complete the assessment. Once you have completed it, you will see a button where you can add a resume to your profile. Please make sure to include your resume prior to completing the process.  To begin, please go here: http://bit.ly/BPAWANJ

 

About the Beacon Pointe Family of Companies

As a fiduciary, Beacon Pointe provides clear and objective financial planning and investment advice, solely advocating for our diverse group of clients including institutions, 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

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