Wealth Advisor

Beacon Pointe; Newport Beach (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Established national brand

Sophisticated investment resources

Marketing and business development

Client service and onboarding teams

Collaborative environment

Access to custodian referrals

Job summary

Beacon Pointe is seeking motivated Wealth Advisors to join our nationwide team in various locations, including Newport Beach, CA. This role is designed for advisors with an established foundation of client relationships and the drive to grow a larger book of business over the next few years.

Beacon Pointe provides a national brand, sophisticated planning resources, marketing and onboarding support, and a collaborative environment focused on advisor success and client outcomes.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Financial planning experience; CFP® highly preferred.
• Client-first, fiduciary mindset.
• FINRA registrations or advisory licenses, or 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.

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.

Skills

Client relationships

Financial planning

Fiduciary mindset

Business development

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