Wealth Advisor: Grow Your High‑Net‑Worth Client Book

Beacon Pointe; Nashville (TN); On-site; USD 120,000 - 200,000; Full time

Job summary

Beacon Pointe, a nationally recognized RIA, is seeking Wealth Advisors to join its team in multiple locations. You’ll build a growing book of business while delivering sophisticated financial planning and investment guidance tailored to client goals.

Ideal candidates have 3+ years as a Financial/Wealth Advisor, a proven client-growth track record, and CFP credentials are preferred. FINRA licenses or the ability to obtain them are required.

Qualifications

• 3+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP designation preferred and fiduciary mindset.

Responsibilities

• Build and manage a book of business with strong client relationships.
• Deliver wealth planning and investment advice aligned with client goals.
• Collaborate with internal specialists to provide integrated solutions.

Skills

Client relationship management

Business development

Financial planning

People skills

Education

Bachelor's degree in Finance/Business/Economics

CFP certification preferred

Tools

FINRA registrations / advisory licenses

Job description

Beacon Pointe, a nationally recognized RIA, is seeking Wealth Advisors to join its team in multiple locations. You’ll build a growing book of business while delivering sophisticated financial planning and investment guidance tailored to client goals.

Ideal candidates have 3+ years as a Financial/Wealth Advisor, a proven client-growth track record, and CFP credentials are preferred. FINRA licenses or the ability to obtain them are required.