Wealth Advisor: Grow a High-Impact Client Practice

Beacon Pointe; Draper (UT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

National brand

Marketing support

Client service onboarding teams

Advisor collaboration

Custodian referral programs

Job summary

Beacon Pointe is seeking motivated Wealth Advisors to join across the country. This role targets advisors with an established client base and the drive to grow a larger book of business in coming years.

You will deliver sophisticated financial planning and investment advice tailored to client goals, adjusting strategies as needs evolve, and collaborate with internal specialists to provide integrated solutions.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP certification highly preferred.
• 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 delivering top client experience.
• Provide tailored financial planning and investment advice aligned with client goals, adjusting strategies as needs evolve; collaborate with internal specialists.
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach.

Skills

Client relationship building

Business development

Fiduciary mindset

Education

CFP certification preferred

Bachelor's degree in Finance/Business/Economics

Tools

FINRA registrations / advisory licenses

Job description

Beacon Pointe is seeking motivated Wealth Advisors to join across the country. This role targets advisors with an established client base and the drive to grow a larger book of business in coming years.

You will deliver sophisticated financial planning and investment advice tailored to client goals, adjusting strategies as needs evolve, and collaborate with internal specialists to provide integrated solutions.