Wealth Advisor: Grow a High-Impact Client Book

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, 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.