Job Description. Beacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a detail-oriented and client-service-driven. Client Solutions Specialist. to help advisors implement all of our various client solutions and manage and support our workplace retirement technology. This role is critical to our commitment to ongoing service and holistic solutions for all of our clients across the firm. The ideal candidat...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe as a Manager, HR M&A Integration. This role will support the rapid pace of M&A activity within the firm and will work closely with the Director of Human Capital to manage the people-side of acquisitions, ensuring smooth employee transitions, cultural alignment, and compliance. Responsibilities. Assist with HR due diligence for potential acquisitions, reviewing or...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe as a Manager, HR M&A Integration. This role will support the rapid pace of M&A activity within the firm and will work closely with the Director of Human Capital to manage the people-side of acquisitions, ensuring smooth employee transitions, cultural alignment, and compliance. Responsibilities. Assist with HR due diligence for potential acquisitions, reviewing or...
Job Description. We are seeking a qualified candidate to join Beacon Pointe Advisors’ Compliance team remotely as a Compliance Administrator. This entry-level role is ideal for someone interested in financial services and eager to learn the fundamentals of regulatory compliance. The Compliance Administrator will assist with day-to-day compliance tasks, maintain records, and support the firm’s efforts to meet SEC and/or state regulatory requiremen...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Bellevue, WA office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high-net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention...
Job Description. We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement. with a commitment and passion for delivering exceptional service...
Job Description. We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement. with a commitment and passion for delivering exceptional service...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Denver, CO 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 tra...
Job Description. Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services 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 e...
Job Description. We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA 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 t...
