Full-Time
Los Angeles, California
Posted 2 months ago

Title

Financial Analyst/Associate Wealth Advisor

Location

Los Angeles, CA

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Wealth Advisors as a Financial Analyst/Associate Wealth Advisor in our Los Angeles office.  This position will be responsible for preparing data for portfolio analysis and trading, understanding investments and investment management, as well inputting financial information for financial planning.  In addition, this role will work directly with the Senior Wealth Advisors in the LA office, as well as our other members of our team at Beacon Pointe who are dedicated to servicing sophisticated, high net worth individuals and families. Candidate must have excellent verbal and written communication skills.

Specific responsibilities include, but are not limited to:

  • Time sensitive tasks such as coordinating investment process of new client accounts
  • Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
  • Working directly with clients to collect documents for financial planning
  • Inputting financial information and linking accounts with eMoney financial planning technology
  • Prepare quarterly meeting documents for Senior Wealth Advisor meetings
  • 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)
  • Must have 3-4 years of working experience, preferably in financial services
  • Highly organized and able to excel in a fast-paced environment
  • Analytical with basic proficiency in excel
  • Excellent written and verbal communication skills

Interested candidates: Please click on the following link to complete a brief assessment that is part of the application process.  We suggest allowing 15 – 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.  Click here to begin: http://bit.ly/BPAWALA

About the Beacon Pointe Family of Companies

The Beacon Pointe family of companies, including Beacon Pointe Advisors and Beacon Pointe Wealth Advisors, oversees approximately $8 billion in assets under management (as of 3/31/18), with headquarters in Southern California and affiliate offices nationwide. As a 100% employee-owned company, 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

Apply Online