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Wealth Advisor

Beacon Pointe

About Beacon Pointe AdvisorsBeacon Pointe is one of the nation's largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more.Job DescriptionWe are looking for motivated Wealth Advisors to join Beacon Pointe in various locations across the country. This is an opportunity to join a nationally recognized RIA that provides the resources and support to allow advisors to focus their time on what drives growth. This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years.What We ProvideAn established and respected national brandSophisticated investment and financial planning resourcesDedicated marketing and business development supportProfessional client service and onboarding teamsA collaborative environment focused on advisor success and client outcomesAccess to leading custodian retail referral programsResponsibilitiesBuild and manage a book of business by developing strong client relationships and providing best-in-class client experienceDeliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolveCollaborate with internal specialists to deliver integrated solutionsIdentify and pursue new business opportunities through referrals, networking, and strategic outreachQualifications3+ years of experience as a Financial Advisor or Wealth AdvisorProven track record of client acquisition and asset growth, you know how to build relationships and are comfortable generating new businessFinancial planning experience, CFP highly preferredClient-first, fiduciary mindsetFINRA registrations or advisory licenses, or the ability to obtain themBackground in a wirehouse, independent broker-dealer, bank, or RIA environmentBachelor's degree in Finance, Business, Economics, or related field preferred

Vacancy posted 3 days ago
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