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Beacon Pointe Advisors

Wealth Advisor

Beacon Pointe Advisors, Roseland, New Jersey, us, 07068


Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Roseland, NJ office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and existing client relationships, enhancing client retention with complex retirement and estate planning solutions.

ResponsibilitiesProviding a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writingDeveloping new client relationships through contacts and networkingDeveloping business through retail custodial branches at Charles Schwab, Fidelity, and TD AmeritradeServicing and advising clients relative to their wealth management, investment, and financial planning needsRepresenting the firm in a positive and professional mannerAdditional 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 is preferred)Professional Financial Designation (CFP® or CFA designations preferred)At least five years of industry experienceFinancial Planning ExperienceExperience with qualified plans preferredStrong communication and presentation skillsAbility to handle multiple tasks and complete in a timely mannerAbility to work with a team, yet be a self-starterProficient in Excel, PowerPoint and OutlookKey attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

About Beacon Pointe Advisors

Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. 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.