We are currently looking for qualified candidates to join Beacon Pointe Wealth Advisors Boston as a Business Development Advisor. The candidate will be responsible for developing new clients both organically and through the retail branches of our custodial partners, Fidelity, Schwab, and TD Ameritrade. This position also works in conjunction with a team of wealth management professionals dedicated to servicing sophisticated high net worth individuals and their families. Specific responsibilities include, but are not limited to: • Frequent communication with prospective clients; both verbally and in writing. • Developing new client relationships through contacts and networking with Centers of Influence • Developing business through retail custodial branches (Fidelity/Schwab/ TD Ameritrade) • Servicing and advising clients relative to their wealth management and investment needs • Representing the firm in a positive and professional manner
Qualifications • Four-year college degree (Bachelor’s degree in Finance, Business or Economics are helpful) • At least three years of industry experience • Strong communication and presentation skills • Ability to handle multiple tasks and complete in a timely manner • Ability to work with a team, yet be a self-starter Bringing existing client relationships would be a plus. Key attributes 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.