Loading, Please wait..!!
Wealth Advisor
-
Posted on: Oct 31, 2026
-
Boca Raton, Florida
-
Onsite
-
Full-time
Curious about compensation?
Explore the historical salary trends, average pay, and estimated compensation for Wealth Advisor roles in Florida.
View Salary Guide →
Over 12 millions jobs on Snaprecruit.
Find your match !
VIEW SIMILAR JOBS →
Find your match !
Job Title :
Wealth Advisor
Job Type :
Full-Time
Job Location :
Boca Raton Florida United States
Remote :
No
Job Description :
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
Similar Jobs You May Be Interested In
Vice President, Wealth Advisor
Confidential Employer
Indianapolis, Indiana
Vice President, Wealth Advisor
Confidential Employer
Austin, Texas
Vice President, Wealth Advisor
Confidential Employer
El Paso, Texas
Vice President, Wealth Advisor
Confidential Employer
Jacksonville, Florida
Vice President, Wealth Advisor
Confidential Employer
Oklahoma City, Oklahoma
Vice President, Wealth Advisor
Confidential Employer
Chicago, Illinois
Vice President, Wealth Advisor
Confidential Employer
San Diego, California
Vice President, Wealth Advisor
Confidential Employer
Nashville, Tennessee
Vice President, Wealth Advisor
Confidential Employer
Columbus, Ohio
Vice President, Wealth Advisor
Confidential Employer
Denver, Colorado
Vice President, Wealth Advisor
Confidential Employer
Portland, Oregon
Vice President, Wealth Advisor
Confidential Employer
Charlotte, North Carolina
Position Details
Posted:
Oct 31, 2026
Reference Number:
10440_4475811405
Employment:
Full-time
City:
Boca Raton
Job Origin:
APPCAST_CPC
Share this job:
Please wait..!!

