Beacon Pointe Advisors
We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Bellevue, WA 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.
Responsibilities
Providing 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
Developing new client relationships through contacts and networking
Developing business through retail custodial branches at Charles Schwab & Fidelity
Servicing and advising clients relative to their wealth management, investment, and financial planning needs
Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans
Representing the firm in a positive and professional manner
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 is preferred)
8-10 years of industry experience
Professional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred)
Licensed as an investment advisor representative (RIA)
Experience managing client relationships in a fiduciary fee‑only environment preferred
Experience with qualified plans preferred
Ability to handle multiple tasks and complete in a timely manner
Proficient in Excel, PowerPoint and Outlook
Key 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.
Public Accounting experience is a plus
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 .
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Responsibilities
Providing 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
Developing new client relationships through contacts and networking
Developing business through retail custodial branches at Charles Schwab & Fidelity
Servicing and advising clients relative to their wealth management, investment, and financial planning needs
Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans
Representing the firm in a positive and professional manner
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 is preferred)
8-10 years of industry experience
Professional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred)
Licensed as an investment advisor representative (RIA)
Experience managing client relationships in a fiduciary fee‑only environment preferred
Experience with qualified plans preferred
Ability to handle multiple tasks and complete in a timely manner
Proficient in Excel, PowerPoint and Outlook
Key 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.
Public Accounting experience is a plus
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 .
#J-18808-Ljbffr