Wealth Advisor: Grow Your Book with RIA Support

Beacon Pointe

San Diego (CA)

On-site

USD 90,000 - 150,000

Full time

13 days ago

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Job summary

Beacon Pointe is seeking motivated Wealth Advisors to join across the United States. This role focuses on continuing client relationships and expanding a larger book of business through trusted financial planning and investment guidance.

You will deliver sophisticated planning, adjust strategies as client needs evolve, and collaborate with internal specialists to provide integrated solutions while actively pursuing new business opportunities and referrals.

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