Wealth Advisor — Grow Your Book with National Brand & Support

Beacon Pointe; Sarasota (FL); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

National brand

Investment resources

Marketing support

Client onboarding teams

Collaborative culture

Custodian referrals

Job summary

Beacon Pointe, a leading national Registered Investment Advisor, is seeking motivated Wealth Advisors to join our firm in various locations across the United States. Build a growing book of business by crafting tailored financial plans and delivering exceptional client service through our allWEALTH approach.

You will leverage a strong fiduciary mindset, FINRA licenses, and CFP® credentials where available to expand relationships with high-net-worth individuals, families, and institutions while

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP® highly preferred.
• FINRA registrations or advisory licenses, or the ability to obtain them.
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment.
• Bachelor’s degree in Finance, Business, Economics, or related field preferred.

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
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Skills

Client relationship building

Financial planning

Business development

Education

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

Job description

Beacon Pointe, a leading national Registered Investment Advisor, is seeking motivated Wealth Advisors to join our firm in various locations across the United States. Build a growing book of business by crafting tailored financial plans and delivering exceptional client service through our allWEALTH approach.

You will leverage a strong fiduciary mindset, FINRA licenses, and CFP® credentials where available to expand relationships with high-net-worth individuals, families, and institutions while