About this opportunity
Beacon Pointe Advisors lists this Wealth Advisor opportunity in columbia, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
nWe are currently seeking qualified candidates to join Beacon Pointe Advisors in our Columbia, MD 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.
nResponsibilities
nnProviding a best-in-class service experience for a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing.
nDeveloping new client relationships through contacts and networking.
nDeveloping business through retail custodial branches at Charles Schwab & Fidelity.
nServicing and advising clients relative to their wealth management, investment, and financial planning needs.
nProactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans.
nRepresenting the firm in a positive and professional manner.
nAdditional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
n nQualifications
nnFour-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred).
n4-8 years of industry experience.
nProfessional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred).
nLicensed as an investment advisor representative (RIA).
nExperience managing client relationships in a fiduciary fee-only environment preferred.
nExperience with qualified plans preferred.
nAbility to handle multiple tasks and complete in a timely manner.
nProficient in Excel, PowerPoint and Outlook.
nKey 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.
nPublic Accounting experience is a plus.
n nAbout Beacon Pointe Advisors
nBeacon 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 .
Worksite address
columbia, MD, 21046, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.