Associate Wealth Advisor

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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…" /> Associate Wealth Advisor @ Beacon Pointe Advisors LLC

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Associate Wealth Advisor

Columbia, MD

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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…","html_description":"

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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.

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 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, financial planning suite and CRM.
• 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).
• Professional Financial Designation (CFP, CFA, or Series 65, or equivalent work experience) preferred.
• 1 - 2+ 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About Beacon Pointe Advisors

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.

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Notice of Use of Automated Screening Technology

California Candidate Privacy Notice

Questions

For questions about this notice or our use of automated screening technology, contact: info-humanresources@beaconpointe.com.

Beacon Pointe Advisors

24 Corporate Plaza Drive, Suite 150

Newport Beach, CA 92660

This notice supplements, and does not replace, any privacy notices or applicant privacy disclosures provided in connection with your application.

I confirm that I have read and understand the above Notices.

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Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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.

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 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, financial planning suite and CRM.
• 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).
• Professional Financial Designation (CFP, CFA, or Series 65, or equivalent work experience) preferred.
• 1 - 2+ 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About Beacon Pointe Advisors

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.

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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…","html_description":"

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Columbia, Maryland 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.

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 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, financial planning suite and CRM.
• 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).
• Professional Financial Designation (CFP, CFA, or Series 65, or equivalent work experience) preferred.
• 1 - 2+ 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About Beacon Pointe Advisors

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.

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Notice of Use of Automated Screening Technology

California Candidate Privacy Notice

Questions

For questions about this notice or our use of automated screening technology, contact: info-humanresources@beaconpointe.com.

Beacon Pointe Advisors

24 Corporate Plaza Drive, Suite 150

Newport Beach, CA 92660

This notice supplements, and does not replace, any privacy notices or applicant privacy disclosures provided in connection with your application.

I confirm that I have read and understand the above Notices.

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