What are the responsibilities and job description for the Associate Wealth Advisor position at Beacon Pointe?
Job Description
The Associate Wealth Advisor (AWA) supports Senior Wealth Advisors and Wealth Advisors in delivering a best-in-class experience to a select group of high-net-worth clients. The role is client-facing and execution-oriented, focused on strong communication, accurate follow-through, and reliable coordination across planning, investment, and service workflows. This role is based in our Greensboro, NC office.
This position is intentionally designed as a development path to a full Wealth Advisor role, building foundational skills in client relationship management, financial planning, and investment implementation while operating within defined processes and under advisor guidance.
Responsibilities
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures .
The Associate Wealth Advisor (AWA) supports Senior Wealth Advisors and Wealth Advisors in delivering a best-in-class experience to a select group of high-net-worth clients. The role is client-facing and execution-oriented, focused on strong communication, accurate follow-through, and reliable coordination across planning, investment, and service workflows. This role is based in our Greensboro, NC office.
This position is intentionally designed as a development path to a full Wealth Advisor role, building foundational skills in client relationship management, financial planning, and investment implementation while operating within defined processes and under advisor guidance.
Responsibilities
- 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 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.
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Series 65 or equivalent work experience strongly preferred.
- Coursework completed and ability to sit for CFP® exam is plus.
- 1 - 3 years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- 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 (Word, Excel, PowerPoint, Office 365, etc.)
- Proficiency in using AI tools such as ChatGPT, Gemini, etc. preferred.
- Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures .