Qureos Mentor

Beacon Pointe Advisors

<div>Job Description

We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients&rsquo; lives through alignment of their wealth and what matters.

Responsibilities
<ul>
<li>Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience</li>
<li>Working directly with clients to collect key documents for financial planning</li>
<li>Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans</li>
<li>Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items</li>
<li>Analysis of client portfolios using internal portfolio management database (Tamarac) and basic Excel functions</li>
<li>Frequent communication with clients and internal associates, both verbally and in writing</li>
<li>Additional duties include participation in team projects and assisting with firm initiative</li>
</ul>
Qualifications
<ul>
<li>Four-year college degree (Bachelor&rsquo;s degree in Finance, Business or Economics preferred but not required)</li>
<li>CFP or willing to pursue the CFP for completion within 24 months</li>
<li>Series 65 (or ability to obtain within 3 months of assuming position)</li>
<li>4-6 years of financial planning experience</li>
<li>Experience working in wealth management, and competency with eMoney</li>
<li>Highly organized and able to excel in a fast-paced environment</li>
<li>Analytical with basic proficiency in Excel</li>
<li>Excellent written and verbal communication skills</li>
<li>Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service</li>
</ul>
About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is one of the nation&rsquo;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&rsquo;s, and more. For more information, please visit Awards Disclosures.</div>

Senior Financial Planner

<div>Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Executive Assistant to the CEO in our Dallas, TX office at 3100 Monticello, in a full-time (40 hours/week) capacity. The ideal candidate will be responsible for serving as a trusted partner to the CEO by providing high-level executive and personal support and managing critical priorities and day-to-day operations.
Responsibilities
<ul><li>Manage calendar, meetings, and travel, ensuring time management is optimized
</li><li>Coordinate with CEO&rsquo;s Chief of Staff and Beacon Pointe Executive Leadership team
</li><li>Support and coordinate communications with Kohlberg, Kravis &amp; Roberts (KKR), our private equity partner
</li><li>Support board and investor meetings by preparing materials, coordinating logistics, and setting up the boardroom
</li><li>Compile notes from meetings
</li><li>Maintain confidentiality when handling sensitive legal, financial, and personnel matters
</li><li>Screen and prioritize incoming communications to ensure critical matters are handled first
</li><li>Manage expense reports and budgets related to the executive office
</li><li>Coordinate with internal teams and external business partners/vendors to ensure communications are seamless
</li><li>Provide administrative support for organizational planning and communication efforts to maximize efficiency
</li></ul>Qualifications
<ul><li>Four-year college degree or equivalent experience required (Business Administration, Communications, or a related field preferred)
</li><li>Minimum 1-2 years of executive-level support experience (preferably within the financial services or investment industry)
</li><li>Experience processing expense reports and reimbursements
</li><li>Experience with calendar management
</li><li>Excellent interpersonal and verbal/written skills
</li><li>Strong commitment to detail with excellent organization and prioritization skills
</li><li>Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
</li><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Office 365, etc.)
</li></ul>About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is one of the nation&rsquo;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&rsquo;s, and more. For more information, please visit Awards Disclosures.</div>

Executive Assistant to the CEO

Join Beacon Pointe Advisors and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Beacon Pointe Advisors

About Company

Senior Financial Planner

Executive Assistant to the CEO