Wealth Advisor: Build a High-Impact, Growth-Focused Book

Beacon Pointe; Amherst (MA); On-site; USD 85,000 - 180,000; Full time

Job summary

Beacon Pointe is seeking an experienced Wealth Advisor to join our national advisory platform. You will build and manage a growing book of clients, delivering comprehensive financial planning and investment guidance aligned to each client’s goals.

Leverage our national brand, access to sophisticated planning resources, and client onboarding teams to serve high-net-worth individuals, families, and institutions while expanding your business through referrals and strategic outreach.

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 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

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

Business development

Fiduciary mindset

Education

Bachelor’s degree in Finance/Business/Economics

CFP preferred

Tools

FINRA registrations/advisory licenses

CFP (preferred)

Job description

Beacon Pointe is seeking an experienced Wealth Advisor to join our national advisory platform. You will build and manage a growing book of clients, delivering comprehensive financial planning and investment guidance aligned to each client’s goals.

Leverage our national brand, access to sophisticated planning resources, and client onboarding teams to serve high-net-worth individuals, families, and institutions while expanding your business through referrals and strategic outreach.