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Beacon Financial Group Jobs (NOW HIRING)

Beacon Hill

DevOps Engineer III

Greenwood Village, CO

$53.50 - $73/hr

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world ... Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill ...

Beacon Medical Group

Otolaryngologist

Elkhart, IN

$305K - $337K/yr

Beacon Medical Group, a growing multi-specialty group practice in Northwest, Indiana, is seeking a ... Financially strong and growing local Health System Affiliation with Indiana University School of ...

Beacon Medical Group

Otolaryngologist

Elkhart, IN

$302K - $334K/yr

Beacon Medical Group, a growing multi-specialty group practice in Northwest, Indiana, is seeking a ... Financially strong and growing local Health System Affiliation with Indiana University School of ...

Beacon Hill

Data Analyst - Onsite

Indianapolis, IN

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world ... Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill ...

Beacon Hill

Service Desk Analyst

Carmel, IN

$20.25 - $27.75/hr

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world ... Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill ...

Beacon Hill

Managed Services Engineer

Waltham, MA · Remote

$116K - $152K/yr

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world ... Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill ...

Beacon Hill

Site Reliability Engineer

Boca Raton, FL

$54 - $71.75/hr

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world ... Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill ...

Beacon Hill

Instructional Designer

Charlotte, NC

$63K - $86K/yr

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world ... Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill ...

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All JobsBeacon Financial Group Jobs

Beacon Financial Group information

See salary details

$20.5K

$75.5K

$169K

How much do beacon financial group jobs pay per year?

As of Jun 9, 2026, the average yearly pay for beacon financial group in the United States is $75,534.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $94,000.00 per year, depending on experience, location, and employer.

What opportunities for professional growth can employees expect when joining Beacon Financial Group?

At Beacon Financial Group, employees often benefit from structured training programs, mentorship opportunities, and clear career advancement paths within the organization. The company encourages ongoing professional development through industry certifications, continuing education, and participation in financial planning seminars. Team members frequently collaborate across departments, which helps to broaden skill sets and foster leadership abilities. These initiatives support both personal growth and upward mobility for those looking to advance their careers in the financial services sector.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Beacon Financial Group, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, financial planning expertise, and typically a bachelor's degree in finance or a related field, often supported by certifications like CFP or Series 7/66 licenses. Proficiency with financial planning software, CRM systems, and investment platforms is commonly required. Excellent interpersonal, communication, and relationship-building skills help advisors earn client trust and effectively convey complex information. These skills and qualifications are essential for providing sound financial advice, building a loyal client base, and ensuring compliance in a highly regulated industry.

What is the difference between Beacon Financial Group vs Financial Advisor?

AspectBeacon Financial GroupFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentFinancial services firms, offices, client meetingsFinancial firms, independent or firm-based, client consultations
Industry UsageYes, as a firm name and employerYes, as a job role

Beacon Financial Group is a specific employer or firm, while a Financial Advisor is a professional role within the industry. The firm may employ multiple advisors, and the role involves providing financial planning and investment advice. Both typically require similar certifications and work in similar environments, but the firm name specifies the employer, whereas the role describes the job function.

What is Beacon Financial Group?

Beacon Financial Group is a financial services company that provides a range of solutions such as wealth management, financial planning, investment advisory, and insurance services. The company typically works with individuals, families, and businesses to help them achieve their financial goals through personalized advice and strategies. Beacon Financial Group may operate independently or as part of a larger network, depending on its location and structure. Their team of advisors often has experience in estate planning, retirement planning, and risk management to support clients' long-term financial well-being.
Infographic showing various Beacon Financial Group job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $75,534 per year, or $36.3 per hour.
Senior Financial Planner

Senior Financial Planner

Beacon Pointe Advisors LLC

Newport Beach, CA • On-site

$135K - $145K/yr

Full-time

Posted 27 days ago

Job description

Job Description

We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in our Newport Beach office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Responsibilities

Specific responsibilities include, but are not limited to:

  • Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.
  • Providing comprehensive personal financial planning to clients via telephone and electronic mail.
  • Providing objective education to help clients meet their goals and achieve financial wellness.
  • Partnering with clients to ensure they take action and hold themselves accountable.
  • Providing concierge level service to a select group of high-net-worth clients. This entails frequent communication with clients and internal associates, both verbally and in writing.
  • Creating content on various financial planning topics that will be sent to clients.
  • Training other planners on eMoney and our approach to financial planning.
  • Additional duties include participation in team projects and assisting with firm initiatives.

Qualifications

  • CFP® designation
  • 5+ years of relevant experience
  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Proficiency in Salesforce is preferred
  • Proficiency in eMoney is required
  • Highly organized and able to excel in a fast-paced environment
  • Analytical with basic proficiency in Excel
  • Excellent written and verbal communication skills
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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