Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors out of Scottsdale, AZ as a Wealth Advisor. This individual will work directly with a 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, with a high emphasis on portfolio management & enhancing client retention through implementation of complex retirement and estate planning solutions designed in a team environment.

Responsibilities

• Using our eMoney financial planning technology to input financial information and link client accounts
• Working directly with clients to collect key documents for financial planning
• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
• Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
• Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
• Frequent communication with clients and internal associates - both verbally and in writing
• Participate in client meetings where needed
• Other duties as assigned