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Beacon Wealth Jobs (NOW HIRING)

Beacon Pointe Advisors LLC

Senior Wealth Advisor

Plano, TX · On-site

$125K - $175K/yr

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management ...

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How much do beacon wealth jobs pay per year?

As of Jun 12, 2026, the average yearly pay for beacon wealth in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor, you need a solid background in finance, investment strategies, and financial planning, often supported by a bachelor’s degree and certifications like CFP or CFA. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, ethical judgment, and the ability to build trust with clients set top advisors apart. These skills are crucial to effectively manage client portfolios, provide tailored financial advice, and foster long-term client relationships.

What are the typical responsibilities of a financial advisor at Beacon Wealth, and how does the team support new advisors?

At Beacon Wealth, financial advisors are primarily responsible for helping clients develop and implement personalized investment strategies, conducting regular portfolio reviews, and staying informed about market trends. New advisors often participate in structured training programs and receive mentorship from experienced team members to ease their integration. The team emphasizes collaboration, with advisors frequently working together on client cases and sharing best practices to ensure high-quality service and continuous professional growth.

What is Beacon Wealth?

Beacon Wealth is a financial advisory firm that provides investment management, financial planning, and wealth management services, often with a focus on aligning investments with clients' values, such as faith-based or socially responsible investing. The firm typically helps individuals, families, and organizations achieve their financial goals while considering ethical or faith-driven investment preferences. Beacon Wealth advisors offer personalized financial strategies that may include retirement planning, estate planning, and tax-efficient investment solutions. Their services are designed to provide clients with both financial growth and peace of mind, knowing their investments align with their personal beliefs.

What is the difference between Beacon Wealth vs Financial Advisor?

AspectBeacon WealthFinancial Advisor
CertificationsCFP, CFA, or equivalentCFP, CFA, or similar certifications
Work EnvironmentFinancial planning firms, wealth management firmsBanking institutions, independent firms, or firms
Industry UsageUsed to describe firms or roles focused on wealth managementRefers to professionals providing financial planning and investment advice

Beacon Wealth typically refers to a firm or specific wealth management service, while a Financial Advisor is a professional providing personalized financial planning and investment advice. Both roles often require similar certifications and work in related environments, but Beacon Wealth emphasizes the firm or brand, whereas Financial Advisor describes the individual professional's role.

Senior Wealth Advisor

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Plano, TX • On-site

$125K - $175K/yr

Full-time

Posted 6 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

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 and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

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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