Wealth Advisor - Grow a High-Impact Client Book

Beacon Pointe; Nashville (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

Beacon Pointe is seeking a motivated Wealth Advisor to join our national team in Nashville and other locations. You will build and manage a growing book of business by fostering strong client relationships and delivering tailored financial planning and investment advice.

You will collaborate with internal specialists to provide integrated solutions, pursue new opportunities through referrals and networking, and uphold a fiduciary, client-first approach with FINRA registrations or licenses.

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 client relationships.
• Deliver sophisticated financial planning and investment advice tailored to client goals.
• 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

Communication

Education

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

Tools

FINRA registrations / advisory licenses

Job description

Beacon Pointe is seeking a motivated Wealth Advisor to join our national team in Nashville and other locations. You will build and manage a growing book of business by fostering strong client relationships and delivering tailored financial planning and investment advice.

You will collaborate with internal specialists to provide integrated solutions, pursue new opportunities through referrals and networking, and uphold a fiduciary, client-first approach with FINRA registrations or licenses.