Wealth Advisor: Grow Your Book with Expert Support

Beacon Pointe; Mount Pleasant (SC); On-site; USD 80,000 - 140,000; Full time

Job summary

Beacon Pointe is a national RIA seeking motivated Wealth Advisors to join our growing team across the country. This role focuses on expanding client relationships and delivering tailored investment and planning guidance to high-net-worth individuals, families, and institutions.

Ideal candidates have 3+ years in wealth advisory, a proven track record for client acquisition, and possess CFP credentials; FINRA registrations or advisory licenses are preferred or can be obtained.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP certification preferred.
• Bachelor degree in Finance, Business, Economics, or related field preferred.
• Strong fiduciary mindset and client-first approach.
• FINRA registrations or advisory licenses, or ability to obtain them.
• Experience in wirehouse, independent broker-dealer, bank, or RIA environment.

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 evolve.
• Collaborate with internal specialists to deliver integrated solutions and pursue new business opportunities via referrals, networking, and strategic outreach.

Skills

Client relationship management

Business development

Fiduciary mindset

Education

CFP certification

Bachelor's degree in Finance or related field

Tools

FINRA registrations

Advisory licenses

Job description

Beacon Pointe is a national RIA seeking motivated Wealth Advisors to join our growing team across the country. This role focuses on expanding client relationships and delivering tailored investment and planning guidance to high-net-worth individuals, families, and institutions.

Ideal candidates have 3+ years in wealth advisory, a proven track record for client acquisition, and possess CFP credentials; FINRA registrations or advisory licenses are preferred or can be obtained.