We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area.  The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of his/her assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches.  The ideal candidate will have a demonstrated track record of success of sales in the financial advisory industry as well as extensive knowledge of wealth management topics – investments, financial planning, etc.  The ideal candidate will also have an existing network of relationships with our referral partners or a demonstrated ability to build one quickly.  

Responsibilities

• Strategically plan and manage resources to maximize territory sales
• Develop and manage a strong and active pipeline
• Work directly with Financial Consultants from our referral partners to identify prospective Beacon Pointe clients and convert them
• Partner with other Beacon Pointe wealth advisors and associates to develop proposals for, convert and onboard new clients and maintain relationships with legacy clients.
• Minimum of twenty (20) meetings per week in the field conducting one-on-one meetings with referral partner advisors and/or prospects, presentations, webinars, or branch meetings
• Salesforce CRM Usage Required
• Reports to Company’s Senior Leadership Team
• 25% travel required
• Other duties may be assigned

Qualifications

• At least 10+ years of sales financial industry experience, including at least 5+ years of wholesaling experience or 5+ years of experience as an advisor of one of our referrals partners a must
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred), MBA or above preferred
• Ability to create and deliver effective presentations, branch meetings, and one-on-ones with financial consultants and their clients
• Ability to conduct and lead wealth management meetings with prospective clients and lead them to a close
• Ability to grow a territory as measured by sales and persistency of business over multiple years
• Strong understanding of financial services and wealth management industry
• Strong organizational and leadership skills
• Excellent written, verbal and presentation skills
• Must reside in territory
• Series 63/65 licenses required
• CFP designation preferred

About the Beacon Pointe Family of Companies

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 a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry.  This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

• Undergraduate degree required with  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 interpersonal and verbal/written skills.
• Strong analytical skills and ability to organize, understand and explain data sets using Excel.
• Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
• Demonstrated strong desire to grow in their role and career in Wealth Management.
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more.

Job Description

We are currently seeking experienced Wealth Advisors to join Beacon Pointe in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com. 

We are seeking qualified candidates to join Beacon Pointe as a Financial Planner within the Financial Planning Department in our Newport Beach, CA office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Responsibilities:

• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
• Providing comprehensive personal financial planning to clients via a telephone and electronic mail environment.
• Providing objective education to help clients meet their goals and achieve financial wellness.
• Partnering with clients to ensure they take action and hold themselves accountable.
• Assisting in creating content on various financial planning topics that will be sent to clients.
• Assisting associate planners on eMoney and our approach to financial planning.
• Additional duties include participation in team projects and assisting with firm initiatives.

Qualifications:

• CFP® designation
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 3-5 years of financial planning experience
• Proficiency in Salesforce and eMoney is preferred
• Proficiency in Microsoft Office is required
• Strong analytical, investigative, and critical thinking skills and excellent written and verbal communication skills

About the Beacon Pointe Family of Companies

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.

We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in our Newport Beach office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Responsibilities

Specific responsibilities include, but are not limited to:

• Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
• Providing comprehensive personal financial planning to clients via telephone and electronic mail. 
• Providing objective education to help clients meet their goals and achieve financial wellness. 
• Partnering with clients to ensure they take action and hold themselves accountable. 
• Providing concierge level service to a select group of high-net-worth clients. This entails frequent communication with clients and internal associates, both verbally and in writing.
• Creating content on various financial planning topics that will be sent to clients.
• Training other planners on eMoney and our approach to financial planning.
• Additional duties include participation in team projects and assisting with firm initiatives.

Qualifications

• CFP® designation
• 5+ years of relevant experience
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• Proficiency in Salesforce is preferred
• Proficiency in eMoney is required
• Highly organized and able to excel in a fast-paced environment
• Analytical with basic proficiency in Excel
• Excellent written and verbal communication skills
• 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.

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a  Trading Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities  

• Place Mutual Fund, ETF and equity trades through Charles Schwab, Fidelity, or SEI.
• Research and respond to routine-to-complex inquires within defined service level commitments
• Trade Correction processing, reporting and analysis
• Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
• Partner with internal teams to document, review and update firm policies & procedures
• Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet
• Assist advisors and their team with system navigation, configuration, and account setup
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures

Qualifications

• Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred) 
• Experience with Tamarac or Envestnet preferred
• Experience with Charles Schwab, Fidelity and/or institutional platforms and paperwork preferred
• 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Self-starter with a proven ability to work in a fast-paced, evolving work environment
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as a dedicated resource with a specialized focus on deceased client account resolution. This position will reside in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that provide service to the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. 

Responsibilities 

• Serve as the primary coordinator for deceased client account handling, ensuring timely and accurate processing across custodians and internal advisory teams.  
• Facilitate the end‑to‑end workflow for deceased client notifications, required documentation, asset movement, beneficiary transitions, and account updates.  
• Communicate with custodians (e.g., Schwab, Fidelity, Pershing, SEI, Raymond James) to submit, monitor, and resolve all deceased‑related requests, including account restrictions, retitling, and distribution processing. 
• Partner with advisory teams to gather necessary information, guide them through required steps, and provide clear updates on custodial status and next actions.  
• Perform rigorous quality control on all deceased‑related paperwork, ensuring accuracy, regulatory alignment, and consistency with firm procedures.  
• Track and document all custodian alerts, outstanding items, and workflow stages within CRM and Reporting systems; proactively follow up to drive completion.  
• Contribute to ongoing enhancements of firm policies, procedures, and process documentation relating to deceased client handling. 
• Collaborate with operations leadership on initiatives aimed at improving efficiency, consistency, and the client experience during deceased‑related transitions. 

Qualifications 

• Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)  
• 5+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer 
• Excellent interpersonal and verbal/written skills 
• Strong commitment to detail with excellent organization and prioritization skilks
• Self-starter with a proven ability to work in a fast-paced, evolving work environment
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
• Knowledge of Salesforce CRM and Tamarac preferred 
• Experience with Charles Schwab, Fidelity, SEI, Pershing and/or Raymond James institutional platforms and paperwork preferred 

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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.

We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director based in Chicago, IL responsible for coordinating sales efforts across our network of referral channels.  The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of their assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches.  The ideal candidate will have a demonstrated track record of success of sales in the financial advisory industry as well as extensive knowledge of wealth management topics – investments, financial planning, etc.  The ideal candidate will also have an existing network of relationships with our referral partners or a demonstrated ability to build one quickly.  

Responsibilities

• Strategically plan and manage resources to maximize territory sales
• Develop and manage a strong and active pipeline
• Work directly with Financial Consultants from our referral partners to identify prospective Beacon Pointe clients and convert them
• Partner with other Beacon Pointe wealth advisors and associates to develop proposals for, convert and onboard new clients and maintain relationships with legacy clients.
• Minimum of twenty (20) meetings per week in the field conducting one-on-one meetings with referral partner advisors and/or prospects, presentations, webinars, or branch meetings
• Salesforce CRM Usage Required
• Reports to Company’s Senior Leadership Team
• 25% travel required
• Other duties may be assigned

Qualifications

• At least 10+ years of sales financial industry experience, including at least 5+ years of wholesaling experience or 5+ years of experience as an advisor of one of our referrals partners a must
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred), MBA or above preferred
• Ability to create and deliver effective presentations, branch meetings, and one-on-ones with financial consultants and their clients
• Ability to conduct and lead wealth management meetings with prospective clients and lead them to a close
• Ability to grow a territory as measured by sales and persistency of business over multiple years
• Strong understanding of financial services and wealth management industry
• Strong organizational and leadership skills
• Excellent written, verbal and presentation skills
• Must reside in territory
• Series 63/65 licenses required
• CFP designation preferred

Critical Skills for Success

• Client Focused – Passionate drive to please our referral partners and our clients
• Critical Thinking – thoughtful problem-solving skills
• Commitment to Safeguarding the Beacon Pointe brand by putting the client first and doing the right thing always
• Highest Integrity – even at the expense of business success
• Team Mentality - Partnering effectively with fellow associates and referral partners to drive a team-oriented culture and execute on our goals
• Learning Ability – openness to new ways of thinking and acquiring new skills to retain a competitive advantage

 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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor on our Dallas-Fort Worth, TX team. 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 (Tamarac)
• 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.

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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston/ Mount Pleasant, SC 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. This position is fully in-person in our Charleston/ Mount Pleasant, SC office.

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 (Tamarac)
• 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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate (20-40 hours/week) in our Falls Church, VA office. This individual will play an integral role in creating an exceptional experience for both our clients and our team by supporting office operations, leadership initiatives, client communications, and special projects. Working in-person alongside a collaborative team of wealth management professionals serving sophisticated, high-net-worth individuals, the Office Management Associate helps ensure our office operates with warmth, professionalism, and a high standard of excellence.

Our Virginia-Illinois (VAIL) team is a close-knit team of 15 professionals who genuinely enjoy working together. Whether we’re celebrating team milestones, hosting client appreciation events, or finding thoughtful ways to recognize the people around us, we highly value creating meaningful experiences for both our clients and one another. The ideal candidate for this role enjoys bringing organization to complexity, anticipates needs before they are asked, and thrives in a role with variety and enjoys helping others succeed.

Responsibilities

• Coordinating office operations, maintaining supplies and reordering as needed, keeping kitchen and common areas tidy
• Helping prepare for client meetings by assembling client statements, printing/binding all deliverables and preparing the meeting rooms
• Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
• Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
• Ordering of food and beverage for meetings and at times picking up/ delivering
• Correspondence with building management regarding work order requests, or suite, building and parking concerns
• Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
• Delivering client/ prospect communications
  • Coordination of quarterly client newsletters, working with partners of the firm to create content, manage contributors, coordinate with BP marketing for compliance, and manage delivery
  • Coordination of bulk client communication, client gifts, milestone recognition, and firm correspondence
• Reviewing, editing, adding graphics, etc. to presentations, letters and other various communications
• Plan and coordinate employee appreciation events, client educational seminars, networking events, team celebrations, and other office gatherings that strengthen relationships and reinforce our culture
• Serve as local office marketing point person
  • Attend and participate in conference calls
  • Collaborate with Beacon Pointe’s marketing and compliance executive team to ensure all marketing materials are up to date and compliant
  • Communicate changes and important info to advisors and staff
  • Manage ordering and inventory of office supplies through StorFront (online portal for all BP branded specific products)
• Assisting with other general administrative and office management duties as needed
• Identify opportunities to improve office processes and documentation to enhance efficiency, consistency, and the client experience.
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree or equivalent experience required
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to thrive in a fast-paced, evolving work environment while managing multiple priorities
• Professional presence and confidence interacting with high-net-worth clients
• Self-starter with the ability to anticipate needs and take initiative
• Passion for delivering exceptional client service and hospitality
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

This position offers opportunities for growth based on the candidate's interests and strengths, including operations, marketing, communications, executive support, business development, and project management.

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.

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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Warsaw, IN office. The ideal candidate will be responsible for assisting in all aspects for the firm’s daily operations in addition to handling general office management duties.  This candidate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth individuals and large complex institutions.  The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Responsibilities

• Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
• Scheduling all Client Meetings using primarily Calendly, and also other forms of communication
• Helping prepare for client meetings by assembling client statements, printing/binding all deliverables and preparing the meeting rooms
• Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
• Handling basic client distribution requests as directed by Client Services Manager
• Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
• Ordering of food and beverage for meetings and at times picking up/ delivering
• Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
• Correspondence with building management regarding work order requests, or suite, building and parking concerns
• Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
• Delivering client/ prospect communications
  • Ownership of BP bulk email correspondence and Client Birthday Cards
• Reviewing, editing, adding graphics, etc. to presentations, letters and other various communications
• Event coordination and ownership
  • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
• Serve as local office marketing point person
  • Attend/ participate in conference calls
  • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
  • Communicate changes and important info to advisors and staff
  • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
• Assisting with other general administrative and office management duties as needed
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

• Four-year college degree or equivalent experience required
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Columbia, Maryland office. The ideal candidate will be responsible for assisting in all aspects of the firm’s daily operations in addition to handling general office management duties.  This candidate will join a highly talented team of wealth management and client service professionals that serve sophisticated, high net worth individuals and institutions.  The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Responsibilities

• Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
• Scheduling/confirming all Client Meetings
• Helping prepare for client meetings by preparing the meeting rooms and any special request.
• Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
• Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
• Ordering of food and beverage for meetings and at times picking up/ delivering
• Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
• Correspondence with building management regarding work order requests, or suite, building and parking concerns
• Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
• Delivering client/ prospect communications
  • Ownership of BP bulk email correspondence and Client Birthday Cards
• Event coordination and ownership
  • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
• Serve as local office marketing point person
  • Attend/ participate in conference calls
  • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
  • Communicate changes and important info to advisors and staff
  • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
• Assisting with other general administrative and office management duties as needed
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

• Four-year college degree or equivalent experience required
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

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.

We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.

Responsibilities

• Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
  • Become skilled in all aspects of Solver and be the primary backup to the Director.
• Assist CAO in administering Carta, which is an enterprise equity management software.
  • Become skilled in all aspects of Carta and assume the Sr. Administrator role.
  • Maintain copy of enterprise cap table.
  • Add/Update Member equity.
  • Upload tax and equity documents to Member accounts.
  • Upload Member quarterly tax distributions and estimated taxable income.
  • Address all Carta-related inquiries from Members.
• Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
  • Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
  • Coordinate with third party Tax Partner to align tax schedule with their reporting.
• Assist Director in preparing monthly and quarterly financial reports.
• Assist local offices with monthly and quarterly P&L review.
• Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
• Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
• Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
• Support month-end and year-end financial close activities by partnering with the accounting team.
• Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
• Assist with special projects, ad hoc financial analysis, and executive presentations as needed.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related business discipline.
• 3–5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
• Advanced proficiency in Microsoft Excel, including:
  • Pivot Tables
  • XLOOKUP/VLOOKUP
  • INDEX/MATCH
  • Complex formulas
  • Financial modeling
  • Data analysis and reporting
• Strong analytical, quantitative, and problem-solving abilities.
• General understanding of accounting principles and financial reporting processes.
• Experience working with ERP systems and financial reporting tools is preferred.
• Excellent written and verbal communication skills with the ability to present financial information to senior management.
• Ability to prioritize multiple projects and meet deadlines in a demanding environment.

Preferred Skills & Competencies

• Exceptional attention to detail and commitment to accuracy.
• Strong organizational and time management skills.
• Proven ability to multitask and manage competing priorities.
• Experience with data mining, financial analysis, and business intelligence reporting.
• Ability to translate complex financial data into meaningful business insights.
• Collaborative team player with an initiative-taking, solution-oriented mindset.
• High level of integrity and professionalism when handling confidential financial information.
• Continuous improvement mindset with the ability to recommend process enhancements.

Success Factors

The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.

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.

We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.

Responsibilities

• Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
  • Become skilled in all aspects of Solver and be the primary backup to the Director.
• Assist CAO in administering Carta, which is an enterprise equity management software.
  • Become skilled in all aspects of Carta and assume the Sr. Administrator role.
  • Maintain copy of enterprise cap table.
  • Add/Update Member equity.
  • Upload tax and equity documents to Member accounts.
  • Upload Member quarterly tax distributions and estimated taxable income.
  • Address all Carta-related inquiries from Members.
• Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
  • Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
  • Coordinate with third party Tax Partner to align tax schedule with their reporting.
• Assist Director in preparing monthly and quarterly financial reports.
• Assist local offices with monthly and quarterly P&L review.
• Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
• Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
• Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
• Support month-end and year-end financial close activities by partnering with the accounting team.
• Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
• Assist with special projects, ad hoc financial analysis, and executive presentations as needed.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related business discipline.
• 3–5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
• Advanced proficiency in Microsoft Excel, including:
  • Pivot Tables
  • XLOOKUP/VLOOKUP
  • INDEX/MATCH
  • Complex formulas
  • Financial modeling
  • Data analysis and reporting
• Strong analytical, quantitative, and problem-solving abilities.
• General understanding of accounting principles and financial reporting processes.
• Experience working with ERP systems and financial reporting tools is preferred.
• Excellent written and verbal communication skills with the ability to present financial information to senior management.
• Ability to prioritize multiple projects and meet deadlines in a demanding environment.

Preferred Skills & Competencies

• Exceptional attention to detail and commitment to accuracy.
• Strong organizational and time management skills.
• Proven ability to multitask and manage competing priorities.
• Experience with data mining, financial analysis, and business intelligence reporting.
• Ability to translate complex financial data into meaningful business insights.
• Collaborative team player with an initiative-taking, solution-oriented mindset.
• High level of integrity and professionalism when handling confidential financial information.
• Continuous improvement mindset with the ability to recommend process enhancements.

Success Factors

The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.

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.

We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.

Responsibilities

• Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
  • Become skilled in all aspects of Solver and be the primary backup to the Director.
• Assist CAO in administering Carta, which is an enterprise equity management software.
  • Become skilled in all aspects of Carta and assume the Sr. Administrator role.
  • Maintain copy of enterprise cap table.
  • Add/Update Member equity.
  • Upload tax and equity documents to Member accounts.
  • Upload Member quarterly tax distributions and estimated taxable income.
  • Address all Carta-related inquiries from Members.
• Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
  • Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
  • Coordinate with third party Tax Partner to align tax schedule with their reporting.
• Assist Director in preparing monthly and quarterly financial reports.
• Assist local offices with monthly and quarterly P&L review.
• Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
• Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
• Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
• Support month-end and year-end financial close activities by partnering with the accounting team.
• Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
• Assist with special projects, ad hoc financial analysis, and executive presentations as needed.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related business discipline.
• 3–5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
• Advanced proficiency in Microsoft Excel, including:
  • Pivot Tables
  • XLOOKUP/VLOOKUP
  • INDEX/MATCH
  • Complex formulas
  • Financial modeling
  • Data analysis and reporting
• Strong analytical, quantitative, and problem-solving abilities.
• General understanding of accounting principles and financial reporting processes.
• Experience working with ERP systems and financial reporting tools is preferred.
• Excellent written and verbal communication skills with the ability to present financial information to senior management.
• Ability to prioritize multiple projects and meet deadlines in a demanding environment.

Preferred Skills & Competencies

• Exceptional attention to detail and commitment to accuracy.
• Strong organizational and time management skills.
• Proven ability to multitask and manage competing priorities.
• Experience with data mining, financial analysis, and business intelligence reporting.
• Ability to translate complex financial data into meaningful business insights.
• Collaborative team player with an initiative-taking, solution-oriented mindset.
• High level of integrity and professionalism when handling confidential financial information.
• Continuous improvement mindset with the ability to recommend process enhancements.

Success Factors

The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.

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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Office Management Associate in our Fort Lauderdale, FL office. The ideal candidate will be responsible for assisting in all aspects of the firm’s daily operations in addition to handling general office management duties.  This candidate will join a highly talented team of wealth management and client service professionals that serve sophisticated, high net worth individuals and institutions.  The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Responsibilities

• Answering incoming calls and appropriately directing them as needed; ownership of day/ evening voice mailbox and outgoing voice mail messages
• Scheduling/confirming all Client Meetings
• Helping prepare for client meetings by preparing the meeting rooms and any special request.
• Handling of incoming mail, faxes and maintenance of office equipment and business services; daily overnight package drop off as needed
• Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
• Ordering of food and beverage for meetings and at times picking up/ delivering
• Maintaining office supplies and reordering as needed, keeping kitchen and common areas tidy
• Correspondence with building management regarding work order requests, or suite, building and parking concerns
• Input and updating of client information into various internal systems including CRM (Salesforce); creating and generating reports
• Delivering client/ prospect communications
  • Ownership of BP bulk email correspondence and Client Birthday Cards
• Event coordination and ownership
  • Holiday parties, work related happy hours, client events, team building activities, WAI events, etc.
• Serve as local office marketing point person
  • Attend/ participate in conference calls
  • Collaborate with HQ marketing and compliance to ensure all marketing materials are up to date and compliant
  • Communicate changes and important info to advisors and staff
  • Ownership of ordering and maintaining office supplies through StorFront (online portal for all BP branded specific products)
• Assisting with other general administrative and office management duties as needed
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures

Qualifications

• Four-year college degree or equivalent experience required
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

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.

 We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

• Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
• Research and respond to routine-to-complex HNW client inquires in a timely fashion.
• Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
• Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
• Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
• Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
• Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
• Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
• 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)
• CFP or willing to pursue the CFP for completion within 24 months
• 1-2+ years relevant experience
• 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 is a must
• Experience using Tamarac is a plus.

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.

We are seeking a qualified candidate to join the Practice Management team in our Metairie, LA office as a Practice Management Senior Associate. The Practice Management Senior Associate is a high-trust partner to the Chief Practice Officer and Practice Management team. This role combines executive support, project execution, analysis, and communication to organize priorities, prepare decisions, coordinate across the firm, and ensure critical work moves forward.

About Beacon Pointe and Practice Management

Beacon Pointe Advisors combines national scale with local leadership, ownership, and client relationships. Practice Management leads BeaconOS and the regional operating model, helping offices operate, grow, integrate, and scale while protecting the client experience.

Responsibilities

Executive Support and Leverage

• Manage the Chief Practice Officer's calendar, priorities, meeting cadence, travel, expenses, and preparation so time is focused on the firm's highest-value work.
• Prepare agendas, pre-reads, briefing notes, talking points, and follow-up materials for executive, board, department, regional, and office meetings.
• Anticipate required information and decisions; capture commitments and drive timely follow-through.
• Handle confidential information and senior relationships with sound judgment, discretion, urgency, and professionalism.
• Maintain the department's operating rhythm, priorities, project plans, decision log, and accountability tracker.
• Drive execution of BeaconOS, regionalization, office-performance improvement, and other Practice Management priorities.
• Coordinate cross-functional work with Learning & Integration, Operations, Finance, Technology, Compliance, Marketing, and other partners; surface stalled decisions and unclear ownership early.
• Translate direction from the Chief Practice Officer into practical workplans, owners, milestones, communications, and deliverables.
• Analyze operating, financial, growth, staffing, and office-performance information to support business cases, resource plans, office assessments, acquisition integration, and special projects.
• Build accurate Excel analyses, trackers, scorecards, and summaries in partnership with data owners.
• Identify patterns, risks, and opportunities, then translate findings into concise recommendations and actions.
• Draft and refine presentations, memos, emails, meeting updates, and executive summaries in a clear, outcome-oriented voice.
• Turn complex or incomplete inputs into decision-ready materials for senior leaders, MDs, and Advisors.
• Coordinate requests to the Chief Practice Officer and maintain consistent Practice Management messaging and materials.

Practice Management Execution

• Maintain the department's operating rhythm, priorities, project plans, decision log, and accountability tracker.
• Drive execution of BeaconOS, regionalization, office-performance improvement, and other Practice Management priorities.
• Coordinate cross-functional work with Learning & Integration, Operations, Finance, Technology, Compliance, Marketing, and other partners; surface stalled decisions and unclear ownership early.
• Translate direction from the Chief Practice Officer into practical workplans, owners, milestones, communications, and deliverables.

Analysis and Decision Support 

• Analyze operating, financial, growth, staffing, and office-performance information to support business cases, resource plans, office assessments, acquisition integration, and special projects.
• Build accurate Excel analyses, trackers, scorecards, and summaries in partnership with data owners.
• Identify patterns, risks, and opportunities, then translate findings into concise recommendations and actions.

Executive Communication

• Draft and refine presentations, memos, emails, meeting updates, and executive summaries in a clear, outcome-oriented voice.
• Turn complex or incomplete inputs into decision-ready materials for senior leaders, MDs, and Advisors.
• Coordinate requests to the Chief Practice Officer and maintain consistent Practice Management messaging and materials.

Required Qualifications

• Bachelor's degree and approximately 2-5 years of relevant experience in executive operations, project or program management, consulting, financial services, corporate strategy, business operations, or a comparable role.
• Demonstrated ability to support a senior executive while independently owning substantive projects.
• Advanced Microsoft Excel skills and the ability to interpret business and financial information.
• Excellent PowerPoint and writing skills, with the ability to create polished, executive-ready materials from rough inputs.
• Strong organization and follow-through across multiple priorities, deadlines, stakeholders, and time zones.
• High judgment, discretion, maturity, and comfort working with senior leaders and confidential information.
• Ability to work in Beacon Pointe's Metairie office and travel periodically.

Preferred Experience

• Experience in wealth management, an RIA, professional services, financial services, or another multi-office environment.
• Experience supporting firmwide change, acquisition integration, operating-model implementation, or field-based teams.
• Familiarity with Salesforce, Power BI, or other CRM, reporting, and project-management tools.
• Experience working with an executive team, board, or senior operating leaders.

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.

$100,000-$125,000 per year based on experience + annual discretionary bonus

Job Description:

We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top notch service to our clients. We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Our collaborative team is 100% remote with in-person team retreat time that is productive, meaningful and fun!

Responsibilities:

• Partner with and support Wealth Advisors on 50 - 60 client relationships to best serve our clients.
• Have a working knowledge for all of your clients and accurately manage client data across all systems.
• Ensure all client tasks, requests and communications are taken care of on a timely basis.
• Assist Wealth Advisors in client meeting prep, take notes in client meetings and provide detailed follow-up directly to client.
• Gather client information and create or update planning projections.
• Assist clients with implementation of recommendations, working with CPAs, attorneys and other professionals.
• Perform various analysis (for example, education funding, stock options, insurance needs, etc.) and document and communicate recommendations.
• Partner with Client Service Team during client onboarding process and with custodian paperwork and money movement requests.
• Be back-up to Client Service Team on all custodian requests.
• Help develop tools and templates to assist with the efficient delivery of our service offering.
• Contribute to a professional and energetic working environment.

Qualifications:

• Minimum of 3 years of financial services experience.
• Bachelor’s degree required
• Ideal candidate has a CFP
• Exceptional organizational skills with a strong ability to prioritize and multi-task
• Personable, responsive and engaging with a client-first attitude
• Mature, self-starting professional willing to take ownership of assigned responsibilities.
• Ability to work independently and take direction from multiple parties.
• Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
• Salesforce, Schwab, Fidelity, Tamarac and RightCapital experience desired but not required.
• Excellent written and verbal communication skills.
• 100% remote work (West Coast hours, Pacific Time Zone)

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.

Remote (U.S.), with approximately 25% travel — including monthly onsite time in Newport Beach, CA or Dallas, TX and periodic travel to affiliate offices during integration work.

Job Description

Beacon Pointe is one of the largest independent RIAs in the country, and we are growing quickly – both organically and through the acquisition of advisory firms across the U.S. That growth has made enterprise data a strategic priority: every acquisition brings new systems, new data, and new definitions that must be reconciled into a single trusted view of our clients, accounts, advisors, and business performance.

We are seeking an experienced enterprise data-platform leader to own the strategy, architecture, governance, and operational maturity of our Snowflake-centered data ecosystem.  Reporting to the Chief Technology Officer, this leader will build and develop the data engineering and analytics organization, establish trusted enterprise data products and common business definitions, and ensure that data is secure, resilient, traceable, cost effective, and readily usable across advisory, operations, finance, compliance, and technology.

This is a role for someone equally comfortable leading people, discussing business requirements with senior stakeholders, and going deep with engineers on Snowflake architecture and data-modeling decisions. You will be accountable not only for platform delivery, but for data quality, production reliability, governance, business adoption, and the data foundation supporting analytics, automation, and AI.

Key Responsibilities

Team Leadership & Management

• Lead, mentor, and develop a team of data engineers and data analysts, establishing clear goals, priorities, and accountability.
• Manage the team's roadmap and balance strategic initiatives, business requests, platform improvements, and ongoing operational needs.
• Establish engineering and analytics standards around development, testing, documentation, deployment, and data quality.
• Foster strong collaboration between engineering, analytics, technology, operations, finance, investment, and other business teams.
• Recruit and develop data talent as the organization and data function continue to scale.

Acquisition & Data Integration

• Own a repeatable, documented playbook for onboarding acquired firms’ data – discovery, mapping, migration, reconciliation, validation, and legacy system decommissioning.
• Map acquired-firm client, household, account, and advisor records to enterprise entities, resolving duplicates and conflicting identifiers.
• Migrate and reconcile historical holdings, transactions, performance, and billing data so that continuity of client reporting is preserved through the transition.
• Partner with M&A team, operations, and compliance during diligence to assess data condition and integration effort before deals close.
• Optimize time-to-integration and cost-per-integration as deal volume grows, so that integration capacity is not a constraint on firm growth.

Data Platform & Engineering

• Own and evolve the organization's Snowflake data environment, ensuring it is scalable, reliable, secure, performant, and cost-effective.
• Provide technical leadership for data ingestion, transformation, integration, and delivery across multiple internal and external data sources.
• Guide the development of robust ETL/ELT pipelines and modern data engineering practices.
• Establish standards for monitoring, testing, lineage, observability, and troubleshooting across the data platform.
• Own platform-level design decisions across environment and deployment strategy, RBAC and access controls, data classification and policy-based protection, secure data sharing, account governance, recovery and resilience, and integration with identity, security, and enterprise monitoring platforms.
• Partner with technology and security teams to establish appropriate data access, governance, and security controls.

Data Modeling & Architecture

• Lead the design and implementation of enterprise data models that provide consistent definitions and trusted data across the organization.
• Develop and maintain dimensional, relational, and analytical data models that support reporting, analytics, and downstream applications.
• Establish reusable data layers and common business entities to reduce duplication and improve consistency across reporting and analytics.
• Translate complex business processes into scalable data structures and clearly defined metrics.
• Ensure data models are well documented, maintainable, performant, and designed to evolve with the business.

AI on the data platform

• Builds the governed, well-modeled, documented, and quality-controlled data foundation that makes enterprise data AI-ready.
• Applies AI within the platform and the engineering practice itself
• Leverages platform-native AI capabilities

Analytics & Business Partnership

• Partner with business leaders to understand reporting, analytics, and data needs and translate them into technical solutions.
• Oversee the development of dashboards, reporting datasets, analytical models, and self-service data capabilities.
• Establish consistent definitions for key business metrics and promote a trusted single source of truth for enterprise reporting.
• Help stakeholders move beyond static reporting toward actionable insights and data-driven decision-making.
• Communicate technical concepts, tradeoffs, and recommendations clearly to both technical and non-technical audiences.

Program & delivery execution

• Plans and delivers multi-workstream data programs, platform build-out, source integrations, and analytics
• Manages roadmap, scope, dependencies, and stakeholders across engineering, technology, and the business
• Sequences work to balance strategic initiatives against operational demand.
• Brings a repeatable delivery model for onboarding acquired firms' data (custodial feeds, account/household master, performance, billing) so integrations land on time and to a consistent standard rather than as one-off scrambles.

Data Governance & Quality

• Establish and maintain standards for data quality, governance, lineage, documentation, and ownership.
• Implement processes for identifying, prioritizing, and resolving data quality issues.
• Partner with business stakeholders to define authoritative data sources and ownership for critical data domains.
• Support appropriate controls around sensitive financial, client, and personally identifiable information.
• Ensure the data platform supports the firm’s regulatory obligations as an SEC-registered investment adviser.

Qualifications

Required

• Bachelor's degree in Computer Science, Data Engineering, Information Systems, Analytics, or a related field, or equivalent professional experience.
• 10+ years of experience in data engineering, data architecture, analytics engineering, business intelligence, or related data roles.
• Demonstrated experience leading a data-engineering or enterprise-data function supporting a complex, regulated organization, including responsibility for platform strategy, architecture, delivery, production operations, talent, and stakeholder management.
• Hands-on depth in Snowflake, including multi-workload architecture, security and RBAC design, performance and cost optimization, and environment and deployment strategy.
• Demonstrated experience designing and implementing data models, including dimensional modeling, star/snowflake schemas, and analytical data marts.
• Strong SQL skills and a deep understanding of relational databases and modern cloud data platforms.
• Experience designing and supporting scalable ETL/ELT pipelines and integrating data from multiple source systems.
• Experience establishing data quality, testing, documentation, and governance practices.
• Ability to translate business requirements into scalable technical solutions.
• Strong prioritization, communication, and stakeholder-management skills, with the ability to translate business requirements into scalable technical solutions.
• Experience in Financial Services (wealth, asset management, banking, insurance, or capital markets).

Preferred

• Experience in RIA.
• Understanding of RIA and wealth-management data, including clients and households, accounts, custodians, holdings, transactions, performance, billing, CRM, and financial advisor data.
• Experience integrating data from custodians, portfolio accounting systems, CRMs, financial planning platforms, or other wealth-management technology.
• Additional Snowflake depth in data classification and policy-based controls, secure data sharing, account governance, observability and access auditing, recovery and resilience, and integration with identity and enterprise monitoring platforms.
• Familiarity with tools such as dbt, Python, orchestration platforms, BI/visualization tools, and modern data catalog or governance solutions.
• Experience implementing semantic layers, governed metrics, or self-service analytics environments.
• Experience in a growing organization where data platforms and processes are being standardized and scaled.

What Success Looks Like

This leader is expected to have delivered against the following outcomes:

• A functioning team and operating model with filled roles, published standards, defined support model and satisfactory business engagement.
• Reliable data platform with defined SLAs on business-critical pipelines being met.
• Repeatable integration playbook with acquisition integration measurably faster.
• Transparent Snowflake and tooling cost and business usage metrics.

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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Akron, OH 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 (Tamarac)
• 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.

We are currently seeking qualified candidates to join the Beacon Pointe Advisors Marketing Department as a Marketing Coordinator. The Marketing Coordinator will join a highly talented, collaborative, fast-paced team of marketing professionals to support marketing team members across a diverse range of both administrative and strategic marketing projects. This role is fully in-person, based in either Newport Beach, CA or Scottsdale, AZ. 

Responsibilities, including but not limited to:

• Marketing Administrative Tasks
• Marketing Material Maintenance
• Employee Onboarding Marketing Elements deployment
• Media & Event Coordination and Support
• Digital Marketing support
  • Content calendar updating
  • Social Media
    • Profile updating
    • Content creation, and the scheduling and deployment of content posts
    • Analytics and reporting support and deliverables
  • Email Marketing
    • Contact records and CRM segmentation list maintenance
    • Content creation and email design support
• Ad-hoc Marketing Projects, including but not limited to:
  • Ad Designs
  • Email Template designs
  • Fielding Marketing-related Q&A and projects supporting Regional Offices and Advisory Teams
  • Basic Website Updating

Qualifications:

• Excellent time management and organizational skills, and verbal and written communication skills are a must
• Proficiency in Canva is a must
• Proficiency in Microsoft Office applications (PowerPoint, Excel, Word, Office 365, etc.) is a must
• Proficiency and experience utilizing AI tools (ChatGPT, Microsoft CoPilot, Grok, etc.) is highly desired
• Experience with digital marketing technologies such as HootSuite (social media management tool), HubSpot (email marketing systems), WordPress (website management platform), and Salesforce CRM is highly desired
• Experience with Google Analytics is highly desired
• Proficiency in filming and content editing programs (Final Cut Pro, iMovie, GarageBand, etc.) is desired
• Undergraduate degree required (Business, Marketing, or Communications degrees are preferred)
• Ability to multi-task with a strong commitment to detail; excellent organization and prioritization skills
• Participation in team meetings and collaboration with Marketing Department team members is required
• Proven ability to work with a team in a fast-paced, evolving work environment

 Compensation:

$65,000-$75,000 per year based on experience, and opportunity for annual discretionary bonus. 

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.

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Specialist for our Ultra High Net Worth offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

• Pulling from a queue-based system, prepare, submit and follow-up on client account paperwork for multiple custodians utilizing internal and external systems.
• Work with complex account registrations including a variety of organization types (ex: Irrevocable Trusts, Testamentary Trusts, Corporations, LLCs, etc.)
• Quality control of submitted requests and account set up in Reporting Platform following firm procedures.
• Handle time sensitive cashiering tasks including capital call fulfillment.
• Execute account maintenance tasks such as account terminations and other special requests as directed.
• Review custodian alerts, document in applicable systems and follow-up as needed to resolve.
• Liaise with various custodians to ensure efficient completion of requests and resolution of issues.
• Assist in the preparation of Alternative Investments paperwork, subscription agreements, redemptions, capital calls, etc.
• Research and respond to routine-to-complex inquires within defined service level commitments.
• Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies.
• Maintain and update client files utilizing internal systems including CRM(Salesforce) and portfolio management databases (Tamarac).
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.

Qualifications

• Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred).
• 5+ years of relevant experience; preferably with a Registered Investment Advisor(RIA), investment management firm or broker/dealer.
• Excellent interpersonal and verbal/written skills.
• Strong commitment to detail with excellent organization and prioritization skills.
• Self-starter with a proven ability to work in a fast-paced, evolving work environment.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office365, etc.)
• Knowledge of Salesforce CRM and Tamarac Advisor View preferred.
• Experience with Charles Schwab, Fidelity institutional platforms, Pershing and paperwork preferred

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.

Beacon Pointe Advisors is seeking a detail-oriented and analytical Practice Management Analyst to support operational excellence across our local offices. This role will focus on data analysis, process improvement, performance monitoring, resource planning, and strategic support to enhance service delivery and operational scalability.

Responsibilities, including but not limited to: 

• Data Analysis
  • Collect and analyze operational data from local offices to identify trends, inefficiencies, and improvement opportunities.
  • Develop and maintain dashboards and reports to support leadership decision-making and advisory needs.
  • Perform data audits and reconciliations across key systems, ensuring accuracy and consistency.
• Process Improvement
  • Review current operational processes and recommend enhancements based on data insights.
  • Document and communicate process changes to relevant teams.
  • Collaborate with centralized services and local offices to implement improvements and monitor adoption.
• Performance Monitoring
  • Track key performance indicators (KPIs) for office operations.
  • Prepare monthly performance summaries and trend analyses for leadership review.
• Resource Planning
  • Support forecasting efforts for staffing and resource allocation based on operational data and business needs.
  • Assist in migration projects as systems, vendors, and processes evolve.
• Strategic Support
  • Contribute to the design and implementation of scalable segmentation and service models.
  • Translate strategic concepts into tactical results using advanced mental models.
• Other duties as assigned

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 2 years of professional experience in operations, data analysis, or a related role.
• Strong analytical, investigative, and critical thinking skills.
• Advanced proficiency in Microsoft Excel; experience with relational databases preferred.
• Excellent written and verbal communication skills, especially in technical writing.

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.

We are seeking an exceptional Associate Wealth Advisor (AWA) to join our team. We need an outstanding individual with a talent for problem-solving, meticulous attention to detail and a positive, can-do attitude. This team member will work directly with Senior Wealth Advisors (SWAs) and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families and providing a best-in-class service experience.

About the Team

We are a dynamic, growing independent wealth management team based in the Bay Area, offering comprehensive wealth management services to individuals and families. Specializing in guiding successful individuals and families through their peak career and parenting years, we address the myriad of decisions facing this demographic.

Responsibilities

• Provide direct support to SWAs in daily aspects of client service, portfolio management and financial planning.
• Input and manage all custodian requests and money movement for client relationships; serve as back-up to other team members.
• Develop and maintain a thorough working knowledge of assigned client relationships and accurately manage client data across all systems.
• Assist SWAs in client meeting prep and follow up including coordination of timely follow-up directly to client.
• Partner with SWA and Client Service Team during client onboarding process, to coordinate custodian paperwork, and facilitate transfers.
• Assist clients with implementation of recommendations, including working with their CPAs, attorneys and other professionals. 
• Perform various financial planning analysis including gathering client information, creating and updating financial planning projections, and communicating recommendations.
• Ensure all client tasks, requests and communications are completed promptly and within established service standards.
• Participate in projects that help improve our team’s policies, processes, and service delivery to clients.
• Contribute to a professional and energetic hybrid working environment.
• Excellent written and verbal communication skills.

Qualifications

• 1 to 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.
• Bachelor’s degree required, Finance, Business, Economics, Financial Planning, or a related field preferred
• Ideal candidate has a CFP® (or is working towards CFP® certification).
• Experience with Salesforce, Schwab, Fidelity, Tamarac and eMoney highly desired but not required.
• Exceptional organizational skills with a strong ability to prioritize and multi-task.
• Personable, responsive and engaging with a client first attitude.
• Mature, self-starting professional willing to take ownership of assigned responsibilities.
• Ability to work independently and take direction from multiple parties.
• Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.

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.

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. 

Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods.
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly.
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM.
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status.
• Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks.
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
• Other duties, as assigned.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
• 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.