Nj Associate Wealth Advisor

Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Wealth Advisors as an Associate Wealth Advisor at our Summit, New Jersey office with a remote option. The ideal candidate will be responsible for assisting in client advisory preparation, data management, portfolio reviews, and overall client service. This individual will work directly with our team’s current Associate Wealth Advisors and Wealth Advisors, assisting with day-to-day planning and investment related tasks. This opportunity offers candidates one-on-one mentorship and a steady growth path as they advance in their career. Candidates will play an integral role in growing our private client business, focused on servicing our existing client base of sophisticated, high net worth individuals and their families.

 

Responsibilities

  • Providing direct support to Wealth Advisors in daily aspects of client service, advising, financial planning, and investments
  • Providing concierge level service to high net worth clients, internal associates, and strategic partners (CPAs, Attorneys, Insurance Professionals), involving frequent communication both verbally and in writing
  • Independent research, review, and execution of key financial planning and investment related tasks   
  • Aiding in the preparation of ongoing client reviews
  • Documenting client meeting notes and ongoing client tasks
  • Assisting with the tracking of daily capital flows and managing portfolio modeling software
  • Updating investment performance tracking and analytics sheets
  • Coordination of client data entry into financial planning software and management of client information
  • Development and ongoing review of client-specific financial planning analyses
  • Assisting with initiatives designed to streamline firm policies and procedures
  • Other duties as assigned