Wealth Advisor - Grow Your Book & Impact

Beacon Pointe; Greenville (SC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

National brand

Investing resources

Marketing support

Onboarding teams

Collaborative environment

Custodian referral programs

Job summary

Beacon Pointe is seeking motivated Wealth Advisors to join Beacon Pointe in various locations nationwide. This is an opportunity to join a nationally recognized RIA that provides the resources and support to allow advisors to focus their time on what drives growth.

This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years.

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
• 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 evolveCollaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Skills

Client relationship management

Business development

Fiduciary mindset

Education

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

CFP certification preferred

Tools

FINRA registrations or advisory licenses

Job description

Beacon Pointe is seeking motivated Wealth Advisors to join Beacon Pointe in various locations nationwide. This is an opportunity to join a nationally recognized RIA that provides the resources and support to allow advisors to focus their time on what drives growth.

This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years.