Wealth Advisor: Grow Your Book with National Brand Support

Beacon Pointe; Amherst (MA); On-site; USD 110,000 - 210,000; Full time

Job summary

Beacon Pointe, one of the nation’s largest RIAs, seeks motivated Wealth Advisors to join Amherst, MA and other locations nationwide. This is a growth-focused role for advisors with an established client base to expand their book of business.

You will deliver tailored financial planning and investment advice, work with specialists to provide integrated solutions, and leverage Beacon Pointe’s branding and resources to serve high-net-worth individuals, families, and institutions.

Qualifications

• Minimum 3+ years as a Financial Advisor or Wealth Advisor.
• Proven track record of acquiring clients and growing assets.
• CFP® highly preferred.
• Client-first fiduciary mindset.
• FINRA registrations or advisory licenses, or ability to obtain them.
• Experience in wirehouse, independent broker-dealer, bank, or RIA.
• Bachelor's degree in Finance, Business, Economics, or related field preferred.

Responsibilities

• Build and manage a book of business with strong client relationships.
• Deliver sophisticated financial planning and investment advice.
• Collaborate with internal specialists for integrated solutions.
• Identify and pursue new business opportunities via referrals and networking.

Skills

Client relationship management

Asset growth strategies

Financial planning

Fiduciary mindset

Education

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

Job description

Beacon Pointe, one of the nation’s largest RIAs, seeks motivated Wealth Advisors to join Amherst, MA and other locations nationwide. This is a growth-focused role for advisors with an established client base to expand their book of business.

You will deliver tailored financial planning and investment advice, work with specialists to provide integrated solutions, and leverage Beacon Pointe’s branding and resources to serve high-net-worth individuals, families, and institutions.