Wealth Advisor: Build a Bigger Book at a National RIA

Beacon Pointe; Hilton Head Island (SC); Vor Ort; USD 120.000 - 240.000; Vollzeit

Benefits dieser Stelle

National brand

Investment resources

Marketing and business development"

Dedicated client service teams

Collaborative advisor environment

Custodian referral programs

Zusammenfassung

Beacon Pointe is seeking motivated Wealth Advisors to join our nationally recognized RIA, providing the resources and support to grow a book of business while delivering fiduciary, client-first advice.

This role emphasizes building relationships, delivering tailored financial planning and investment guidance, and collaborating with internal specialists to pursue new opportunities through referrals.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Client relationships

New business development

Fiduciary mindset

Financial planning

Ausbildung

Bachelor’s degree in Finance, Business, Economics, or related field preferred

Jobbeschreibung

Beacon Pointe is seeking motivated Wealth Advisors to join our nationally recognized RIA, providing the resources and support to grow a book of business while delivering fiduciary, client-first advice.

This role emphasizes building relationships, delivering tailored financial planning and investment guidance, and collaborating with internal specialists to pursue new opportunities through referrals.