Full-Time
Riverside, California
Posted 2 years ago

Business Development Wealth Advisor | Riverside, CA

 

Job Description

We are currently looking for qualified candidates to join Beacon Pointe Advisors in our Riverside office as a Business Development Wealth Advisor. The ideal candidate will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships with custodial partners. This individual would work directly in conjunction with the Managing Director and must be 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; both verbally and in writing.
  • Developing new client relationships through contacts and networking
  • Developing business through retail custodial branches
  • Servicing and advising clients relative to their wealth management and investment needs
  • Representing the firm in a positive and professional manner

 

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
  • 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.Interested candidates please click on the following link to complete a brief assessment that is part of the application 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

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