Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Greenwood Village office. The ideal candidate will work closely with the firm’s Wealth Advisors and Senior Wealth Advisors and assist in providing client advisory and investment management to the firm’s sophisticated, high net worth individual and family clients. This position will provide the successful hire with the opportunity to grow into a Wealth Advisor based on successful performance in critical job functions.

Responsibilities

• Providing thorough and timely follow-up related to actionable items from client meetings and day-to-day client needs as they arise.
• Participating in client meetings to develop an understanding of and provide advice regarding their financial situation, goals, and objectives.
• Preparing for client meetings, including development of agendas, reports, and other items that may be needed for each meeting.
• Directly supporting the firm’s advisors in daily aspects of client service, advice-giving, and financial planning. The role will entail frequent communication, both verbally and in writing.
• Coordinating the timely investment and review of new client accounts based on internal guidelines related to portfolio construction and risk management.
• Supporting the firm’s business development efforts as opportunities arise.