Wealth Advisor: Build Your Book with Advanced Planning

Beacon Pointe; Boca Raton (FL); On-site; USD 100,000 - 200,000; Full time

Job summary

Beacon Pointe in Boca Raton, FL is seeking motivated Wealth Advisors to join our national RIA. You will build and manage a growing book of business by developing strong client relationships and delivering best-in-class financial planning and investment advice tailored to client goals.

The role emphasizes collaboration with internal specialists to provide integrated solutions, referrals, and strategic outreach to expand your client base while upholding a fiduciary, client-first mindset.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• 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

Asset growth

Business development

Education

Bachelor’s degree in Finance/Business

Job description

Beacon Pointe in Boca Raton, FL is seeking motivated Wealth Advisors to join our national RIA. You will build and manage a growing book of business by developing strong client relationships and delivering best-in-class financial planning and investment advice tailored to client goals.

The role emphasizes collaboration with internal specialists to provide integrated solutions, referrals, and strategic outreach to expand your client base while upholding a fiduciary, client-first mindset.