Wealth Advisor - Grow Your Client Book & Plan

Beacon Pointe; San Diego (CA); Vor Ort; USD 120.000 - 250.000; Vollzeit

Benefits dieser Stelle

National brand

Sophisticated planning resources

BD and marketing support

Client service teams

Collaborative advisor environment

Referral programs

Zusammenfassung

Beacon Pointe is seeking motivated Wealth Advisors to join in various locations across the country. You will build and manage a growing book of business by delivering tailored financial planning and investment guidance, focusing on high-net-worth individuals, families, and institutions.

You will collaborate with internal specialists to deliver integrated solutions, pursue referrals, and expand the client base while upholding a fiduciary, client-first approach.

Qualifikationen

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP certification is highly preferred.
• Client-first, fiduciary mindset.
• 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.

Aufgaben

• 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.

Kenntnisse

Client relations

Business development

Financial planning

Fiduciary mindset

Licensing knowledge

Ausbildung

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

CFP certification preferred

Jobbeschreibung

Beacon Pointe is seeking motivated Wealth Advisors to join in various locations across the country. You will build and manage a growing book of business by delivering tailored financial planning and investment guidance, focusing on high-net-worth individuals, families, and institutions.

You will collaborate with internal specialists to deliver integrated solutions, pursue referrals, and expand the client base while upholding a fiduciary, client-first approach.