Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Newport Beach Family Office Services satellite office as a Senior Associate Wealth Advisor.

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 our Managing Director 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. This entails frequent communication with clients and internal associates - both verbally and in writing
• Serving as a liaison to firm professionals and client services associates in the research, review and execution of sensitive and/or high priority investment related tasks
• Providing direct support to the Managing Director in daily aspects of client service, advising, and financial planning
• Assist with daily trading operations
• 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
• Developing in depth understanding of portfolio construction and risk management
• Communicating with separate account managers regarding client service issues
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures