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Associate Wealth Advisor
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- We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Waltham, MA office.
- 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.
- Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
- 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
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
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