Wealth Advisor

Beacon Pointe; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

Beacon Pointe, a national Registered Investment Advisor, seeks a Wealth Advisor to build and manage a growing client book. You will deliver customized financial planning and investment guidance while partnering with internal specialists to deliver integrated, client-focused solutions.

With a fiduciary mindset, you will cultivate relationships, drive asset growth, and pursue new business opportunities across diverse client segments.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor
• CFP certification strongly preferred
• Fiduciary mindset and client-first approach
• FINRA registrations or advisory licenses, or the ability to obtain them
• Background in an advisory environment (RIA, wirehouse, broker-dealer, bank) preferred

Responsibilities

• Build and manage a book of business by developing strong client relationships and delivering best-in-class service
• Provide sophisticated financial planning and investment advice tailored to client goals and evolving needs
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Skills

Client relationships

Business development

Financial planning

Education

CFP certification preferred

Bachelor's degree in Finance/Business/Economics

Tools

FINRA registrations

Advisory licenses

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