Wealth Advisor

Beacon Pointe; Amherst (MA); On-site; USD 110,000 - 210,000; Full time

Job summary

Beacon Pointe, one of the nation’s largest RIAs, seeks motivated Wealth Advisors to join Amherst, MA and other locations nationwide. This is a growth-focused role for advisors with an established client base to expand their book of business.

You will deliver tailored financial planning and investment advice, work with specialists to provide integrated solutions, and leverage Beacon Pointe’s branding and resources to serve high-net-worth individuals, families, and institutions.

Qualifications

• Minimum 3+ years as a Financial Advisor or Wealth Advisor.
• Proven track record of acquiring clients and growing assets.
• CFP® highly preferred.
• Client-first fiduciary mindset.
• FINRA registrations or advisory licenses, or ability to obtain them.
• Experience in wirehouse, independent broker-dealer, bank, or RIA.
• Bachelor's degree in Finance, Business, Economics, or related field preferred.

Responsibilities

• Build and manage a book of business with strong client relationships.
• Deliver sophisticated financial planning and investment advice.
• Collaborate with internal specialists for integrated solutions.
• Identify and pursue new business opportunities via referrals and networking.

Skills

Client relationship management

Asset growth strategies

Financial planning

Fiduciary mindset

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more.

Job Description

We are looking for motivated Wealth Advisors to join Beacon Pointe in various locations across the country. This is an opportunity to join a nationally recognized RIA that provides the resources and support to allow advisors to focus their time on what drives growth. This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years.

What We Provide

• An established and respected national brand
• Sophisticated investment and financial planning resources
• Dedicated marketing and business development support
• Professional client service and onboarding teams
• A collaborative environment focused on advisor success and client outcomes
• Access to leading custodian retail referral programs

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth, you know how to build relationships and are comfortable generating new business
• Financial planning experience, CFP® highly preferred
• Client-first, fiduciary mindset
• FINRA registrations or advisory licenses, or the ability to obtain them
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Bachelor’s degree in Finance, Business, Economics, or related field preferred