What are the responsibilities and job description for the Senior Associate Wealth Advisor position at Beacon Pointe?
Job Description
We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!
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.
We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!
Responsibilities
- Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
- Have a working knowledge for all of your clients and accurately manage client data across all systems.
- Ensure all client tasks, requests and communications are taken care of on a timely basis.
- Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
- Gather client information and create or update planning projections.
- Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
- Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations.
- Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
- Be back-up to Client Service Team on all custodian requests.
- Help develop tools and templates to assist with the efficient delivery of our service offering.
- Contribute to a professional and energetic working environment.
- Minimum of 3 years of financial services experience.
- Bachelor’s degree required
- Ideal candidate has a CFP
- Exceptional organizational skills with a strong ability to prioritize and multi-task
- Personable, responsive and engaging with a client-first attitude
- Mature, self-starting professional willing to take ownership of assigned responsibilities.
- Ability to work independently and take direction from multiple parties.
- Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
- Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
- Excellent written and verbal communication skills.
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.