Wealth Advisor: Grow Your Book with National Brand & Support

Beacon Pointe; Fort Worth (TX); In loco; USD 90.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Established national brand

Sophisticated investment resources

Dedicated marketing and business dev.\

Professional client onboarding teams

Advisor-focused collaborative env.

Access to leading custodian referral

Descrizione del lavoro

Beacon Pointe, a national Registered Investment Advisory firm, seeks motivated Wealth Advisors to join our network in multiple locations. This role focuses on growing a book of business by building deep client relationships and delivering comprehensive financial planning and investment guidance.

You will collaborate with internal specialists and leverage planning resources to serve high-net-worth clients and institutions, maintaining a fiduciary approach and contributing to the firm’s growth and

Competenze

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP preferred and fiduciary mindset.
• FINRA registrations or advisory licenses, or the ability to obtain them.

Mansioni

• 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 and networking.

Conoscenze

Client relationships

New business development

Financial planning

CFP

Formazione

Bachelor’s degree in Finance, Business, Economics

Descrizione del lavoro

Beacon Pointe, a national Registered Investment Advisory firm, seeks motivated Wealth Advisors to join our network in multiple locations. This role focuses on growing a book of business by building deep client relationships and delivering comprehensive financial planning and investment guidance.

You will collaborate with internal specialists and leverage planning resources to serve high-net-worth clients and institutions, maintaining a fiduciary approach and contributing to the firm’s growth and