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Financial Planner/Associate Wealth Advisor

Employer
Beacon Pointe Advisors
Location
Greensboro, North Carolina
Salary
Competitive salary commensurate with experience, bonus and benefits
Closing date
Feb 26, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing
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Job Description:

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Financial Planner in our Greensboro, North Carolina office.  This position will be responsible for working collaboratively with our lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH® experience where we enhance our clients’ lives through alignment of their wealth and what matters most in three key areas: life and legacy planning, sophisticated investment strategies, and impact initiatives.  We have various niches including our Women's Initiative, Military/Veterans, Values Based Investing, and others. 

Please see our website for more information: https://beaconpointe.com/careers/

Responsibilities:

  • Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience
  • Working directly with clients to collect key documents for financial planning
  • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
  • Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
  • Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
  • Frequent communication with clients and internal associates - both verbally and in writing
  • Participate in client meetings where needed
  • Other duties as assigned

Qualifications:

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not necessary)
  • CFP or willing to pursue the CFP for completion within 24 months
  • Series 65 (or ability to obtain within 3 months of assuming position)
  • 1-5 years of financial planning experience
  • Experience working in wealth management, and competency with eMoney a plus
  • 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 the Beacon Pointe Family of Companies:

Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 27 affiliate offices nationwide and 280+ 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.

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