Wealth Advisor: Grow Your Client Book
beacon pointeFranklin, TN
Wealth Advisor: Grow Your Client Book
beacon pointeFranklin, TNSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Beacon Pointe, a nationally recognized RIA, is seeking Wealth Advisors to join its team in multiple locations. You'll build a growing book of business while delivering sophisticated financial planning and investment guidance tailored to client goals.
Ideal candidates have 3+ years as a Financial/Wealth Advisor, a proven client-growth track record, and CFP credentials are preferred. FINRA licenses or the ability to obtain them are required.
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Level
Senior L5
Location
Franklin, TN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday