Wealth Advisor: Grow Your Book with Elite RIA Support

Beacon Pointe; Bloomfield Hills (MI); Híbrido; USD 90.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Brand recognition

Marketing support

Onboarding teams

Client service teams

Collaboration environment

Custodian referral programs

Descripción de la vacante

Beacon Pointe, one of the nation’s largest RIAs, is seeking motivated Wealth Advisors to join across the country. This role focuses on growing client relationships and delivering comprehensive financial guidance within our allWEALTH approach.

You will collaborate with internal specialists, leverage sophisticated planning resources, and work with onboarding teams to deliver exceptional outcomes. 3+ years of advisory experience and a fiduciary mindset are preferred, with CFP® credentials highly

Formación

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• CFP® highly preferred.
• FINRA registrations or advisory licenses, or the ability to obtain them.

Responsabilidades

• 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.

Conocimientos

Client relationships

Financial planning

Asset growth

Fiduciary mindset

Educación

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

Descripción del empleo

Beacon Pointe, one of the nation’s largest RIAs, is seeking motivated Wealth Advisors to join across the country. This role focuses on growing client relationships and delivering comprehensive financial guidance within our allWEALTH approach.

You will collaborate with internal specialists, leverage sophisticated planning resources, and work with onboarding teams to deliver exceptional outcomes. 3+ years of advisory experience and a fiduciary mindset are preferred, with CFP® credentials highly