Financial Planning & Analysis Advisor
beacon pointeMt Pleasant, SC
Financial Planning & Analysis Advisor
beacon pointeMt Pleasant, SC
today
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
About Beacon Pointe Advisors
Beacon 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
all
WEALTH 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.
We 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.
An established and respected national brand
Sophisticated investment and financial planning resources
Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
Identify and pursue new business opportunities through referrals, networking, and strategic outreach
3+ years of experience as a Financial Advisor or Wealth Advisor
Proven track record of client acquisition and asset growth, you know how to build relationships and are comfortable generating new business
Financial planning experience, 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
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JOB OVERVIEW
Experience level
Senior
Location
Mt Pleasant, SC
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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