Wealth Advisor: Grow Your Client Book with National Support

Beacon Pointe; Mount Pleasant (SC); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

National brand

Advanced investment resources

Dedicated marketing support

Client onboarding teams

Collaborative advisor culture

Job summary

Beacon Pointe seeks motivated Wealth Advisors to join our national team, leveraging a respected national brand and sophisticated planning resources to grow a larger book of business. You will work with high-net-worth clients, delivering tailored financial planning and investment advice while collaborating with internal specialists to provide integrated solutions.

With 3+ years in wealth advisory, you will build relationships, acquire clients, and pursue referrals and strategic outreach.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth; ability to build relationships and generate new business.
• CFP® highly preferred and fiduciary mindset.

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; adjust strategies as needs evolve.
• Collaborate with internal specialists to deliver integrated solutions and identify new business opportunities.

Skills

Client relationships

Sales ability

Communication

Education

Bachelor’s degree in Finance/Business/Economics

Tools

CRM systems

Job description

Beacon Pointe seeks motivated Wealth Advisors to join our national team, leveraging a respected national brand and sophisticated planning resources to grow a larger book of business. You will work with high-net-worth clients, delivering tailored financial planning and investment advice while collaborating with internal specialists to provide integrated solutions.

With 3+ years in wealth advisory, you will build relationships, acquire clients, and pursue referrals and strategic outreach.