Full-Time
Campbell, California
Posted 1 year ago

Title

Associate Wealth Advisor

Location

Milpitas, CA

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Wealth Advisors as an Associate Wealth Advisor in our Northern California 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.

Specific responsibilities include, but are not limited to:

  • 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)
  • 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

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/BPAWAMil

About the Beacon Pointe Family of Companies

As a fiduciary, Beacon Pointe provides clear and objective 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 CategoryAdvisors & Consultants

Apply Online