Wealth Advisor: Grow Your Book with Integrated Planning

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

Job summary

Beacon Pointe is seeking motivated Wealth Advisors to join its national network. The role focuses on building a scalable book of business, delivering tailored financial planning and investment guidance, and leveraging Beacon Pointe's resources to support client outcomes.

Candidates should have a client-first mindset and a track record of asset growth. With access to sophisticated planning tools, marketing support, and a collaborative culture, this position offers the chance to develop a larger

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Financial planning experience, CFP® highly preferred.
• Client-first, fiduciary mindset; FINRA registrations or advisory licenses are beneficial.

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.
• Collaborate 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

Sales proficiency

Financial advisory expertise

Education

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

CFP designation preferred

Job description

Beacon Pointe is seeking motivated Wealth Advisors to join its national network. The role focuses on building a scalable book of business, delivering tailored financial planning and investment guidance, and leveraging Beacon Pointe's resources to support client outcomes.

Candidates should have a client-first mindset and a track record of asset growth. With access to sophisticated planning tools, marketing support, and a collaborative culture, this position offers the chance to develop a larger