Beacon Pointe Advisors Jobs Hiring Now
Beacon Pointe Advisors is hiring for 33 open roles on Migrate Mate as of July 16, 2026, concentrated in business strategy and account management, with listed salaries up to about $250,000. Migrate Mate updates Beacon Pointe Advisors's live openings daily. Beacon Pointe Advisors is a wealth management and financial advisory firm offering investment management and planning services to individuals, families, and institutions.
Find Beacon Pointe Advisors JobsOverview
Beacon Pointe Advisors hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 33
- Top team
- Business Strategy
- Seniority
- Manager level or above
- Work type
- 6% remote or hybrid
- Top location
- Scottsdale
- Salary range
- $55,000–$250,000
Listed salaries for Beacon Pointe Advisors roles on Migrate Mate range from about $55,000 to $250,000 per year across 33 open roles, as of July 16, 2026.
Open Roles at Beacon Pointe Advisors
Showing 25 of 33+ Beacon Pointe Advisors jobs
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Scottsdale, AZ office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
Responsibilities
- Responds to routine client requests via phone, email and/or other contact methods
- Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
- Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
- Prepares custodian paperwork, facilitate account updates and communicates with clients on status
- Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
- Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Other duties, as assigned
Qualifications
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About Beacon Pointe Advisors
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.
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Scottsdale, AZ office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
Responsibilities
- Responds to routine client requests via phone, email and/or other contact methods
- Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
- Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
- Prepares custodian paperwork, facilitate account updates and communicates with clients on status
- Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
- Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Other duties, as assigned
Qualifications
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
- Excellent written and verbal communication skills
- Strong organizational, analytical, and interpersonal skills
- Ability to excel in a fast-paced, team environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About Beacon Pointe Advisors
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.
Job Roles at Beacon Pointe Advisors
Working at Beacon Pointe Advisors
Beacon Pointe Advisors's 33 open roles are manager level or above, and about 6% are remote or hybrid. The most active teams are business strategy, account management, and accounting. Beacon Pointe Advisors is a wealth management and financial advisory firm that works with individuals, families, and institutional clients on investment management, financial planning, and related advisory services. The firm hires across client-facing advisory roles, relationship management, firm operations, and human resources. Most Beacon Pointe Advisors roles are based in Scottsdale, with some in Plano and New York.
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Browse jobs by roleBeacon Pointe Advisors Jobs: Frequently Asked Questions
How many jobs is Beacon Pointe Advisors hiring for right now?
Beacon Pointe Advisors is hiring for 33 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in business strategy and account management. Positions span wealth advisory, client services, relationship management, operations, and human resources. Migrate Mate refreshes Beacon Pointe Advisors's listings every day so the count reflects only currently active openings.
What kinds of roles does Beacon Pointe Advisors hire for?
The most active teams are business strategy, account management, and accounting. Beacon Pointe Advisors hires across wealth advisory, account services, relationship management, firm operations, and senior leadership roles including regional director and human resources positions. Most postings are manager level or above, reflecting the firm's focus on experienced professionals in financial services and client-facing advisory work.
Are Beacon Pointe Advisors jobs remote or in-person?
Mostly on-site. About 6% of Beacon Pointe Advisors's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Scottsdale. Each Beacon Pointe Advisors listing shows its work location so you can filter before applying.
How do I apply to a job at Beacon Pointe Advisors?
Find a role that matches your background by browsing Beacon Pointe Advisors's open positions on Migrate Mate, then follow the listing directly through to Beacon Pointe Advisors' own application process. Beacon Pointe Advisors manages all hiring and candidate communications independently, so applications go straight to their team.
What do Beacon Pointe Advisors jobs pay?
Listed salaries for Beacon Pointe Advisors roles on Migrate Mate range from about $55,000 to $250,000 per year as of July 16, 2026, with most postings at manager level or above. Exact pay is set by Beacon Pointe Advisors and shown on each listing.
Does Beacon Pointe Advisors hire entry-level?
Most of Beacon Pointe Advisors's open roles on Migrate Mate are manager level or above as of July 16, 2026. Entry-level openings are limited. Check individual Beacon Pointe Advisors listings for stated experience requirements.
Where is Beacon Pointe Advisors hiring?
Most Beacon Pointe Advisors roles are based in Scottsdale, with some in Plano and New York, and about 6% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.