Careers at Beacon Pointe Advisors

Beacon Pointe is the firm it is today because of its people. We are a team of talented, diverse, upstanding and passionate individuals and are always looking for qualified candidates that fit our company culture.

The Perks & Benefits That Work for You

Paid Day of Service

We believe in giving back. Every employee receives one paid day each year to volunteer for a cause close to their heart.

Employee & Client Referral Program

Great people know great people. Get rewarded for referring top talent or clients who align with our mission.

Employee Assistance Program (EAP)

Life happens—we’re here for you. Our confidential EAP offers support for mental health, financial wellness, legal services, and more, 24/7.

Paid Parental Leave

We support growing families with 6 weeks of fully paid parental leave for all new parents—birthing, adopting, or fostering.

Beaconized Employee Recognition

We celebrate the stars among us. Each month, we recognize team members who exemplify our FACES values with public praise and fun perks.

Company-Sponsored Voluntary Life Insurance

Peace of mind, on us. We offer voluntary life insurance coverage options, with firm-sponsored contributions.

Comprehensive Medical, Dental & Vision Insurance

Choose from a range of plans that fit your needs—each designed to keep you and your family healthy, supported, and covered.  Plus, enjoy a company contribution to your Health Savings Account (HSA) to help offset medical expenses.

401(k) Retirement Plan with Company Match

Plan for the future with confidence. We offer a competitive 401(k) plan and match a portion of your contributions to help your savings grow.

Wellness Program & Free Wellness Days

Well-being matters here. Join our wellness challenges and earn free quarterly Wellness Days as a reward for participating in your own self-care.

Generous Paid Time Off

Work hard, rest well. Our PTO policy is designed to give you time to recharge, travel, and spend time with the people who matter most.

Professional Development Support

We offer financial support for job-related certifications and licenses—like the CFP®, Series 65, and more—because when you grow, we all do.

The Perks & Benefits That Work for You

Paid Day of Service

We believe in giving back. Every employee receives one paid day each year to volunteer for a cause close to their heart.

Employee & Client Referral Program

Great people know great people. Get rewarded for referring top talent or clients who align with our mission.

Employee Assistance Program (EAP)

Life happens—we’re here for you. Our confidential EAP offers support for mental health, financial wellness, legal services, and more, 24/7.

Paid Parental Leave

We support growing families with 6 weeks of fully paid parental leave for all new parents—birthing, adopting, or fostering.

Beaconized Employee Recognition

We celebrate the stars among us. Each month, we recognize team members who exemplify our FACES values with public praise and fun perks.

Company-Sponsored Voluntary Life Insurance

Peace of mind, on us. We offer voluntary life insurance coverage options, with firm-sponsored contributions.

Comprehensive Medical, Dental & Vision Insurance

Choose from a range of plans that fit your needs—each designed to keep you and your family healthy, supported, and covered.  Plus, enjoy a company contribution to your Health Savings Account (HSA) to help offset medical expenses.

401(k) Retirement Plan with Company Match

Plan for the future with confidence. We offer a competitive 401(k) plan and match a portion of your contributions to help your savings grow.

Wellness Program & Free Wellness Days

Well-being matters here. Join our wellness challenges and earn free quarterly Wellness Days as a reward for participating in your own self-care.

Generous Paid Time Off

Work hard, rest well. Our PTO policy is designed to give you time to recharge, travel, and spend time with the people who matter most.

Professional Development Support

We offer financial support for job-related certifications and licenses—like the CFP®, Series 65, and more—because when you grow, we all do.

The F.A.C.E.S of Beacon Pointe

Be Family

We live by the golden rule of treating those the way we would like to be treated. We see ourselves as a work family, mentoring those new to the company and learning from our peers.

Be Ambitious 

With a culture of transparency and accountability, we enable our employees to be evaluated on their contribution to their team and the firm as they blaze their own trails of career development.

Be Collaborative

Beacon Pointe has a team-centric mentality, challenging each other to personally thrive and excel while being supportive when a colleague is in need of assistance or there is an opportunity to join forces on a project.

Be Entrepreneurial

We encourage individuals to take initiative, think outside of the box through idea sharing, and formulate solutions that can have a direct positive impact on the company, employees and the clients we serve.

Be of Service

We are committed to service excellence to our clients, team, and to the community we live in. Each year, we provide a paid day of service day to all of our team members to dedicate their time volunteering at a local 501(c)(3) non-profit of their choice.

If these values resonate, discover the career opportunities waiting for you at Beacon Pointe Advisors and apply today.

Find Your People at Beacon Pointe Advisors
Find Your People at Beacon Pointe Advisors

In very few places can an employee be tirelessly working on a quarterly report one minute, and the next be having a casual conversation with the founder of the company…it’s a pretty unique place. Beacon Pointe is a warm and welcoming environment, which, in my opinion, is the reason that Beacon Pointe as a company stands out from the myriad of investment companies out there.

It’s not often you see millennials staying with the same company for 10+ years, but my work at Beacon Pointe continues to be energizing and fulfilling, and I genuinely enjoy, appreciate, and respect the people I get to work with every day.

Working with the advisory team at Beacon Pointe has been an extremely rewarding experience. Their attention to detail and commitment to client success are commendable.

Beacon Pointe is a very special place to work. The people are motivated, collaborative, and genuinely supportive. It truly feels like family with everyone looking out for each other. There are so many great resources and constant encouragement to help you grow and succeed. Proud to be part of this team!

I’m truly grateful to be part of Beacon Pointe. The people I work with are not only talented but also supportive and kind, creating a welcoming environment. Our leadership sets the tone with vision, integrity, and care, making this a place where people and ideas thrive.

I have thoroughly enjoyed my time working at Beacon Pointe so far. The people, room for growth, and supportive culture are great motivators and foster a hardworking, yet fun environment. It makes sense why people stay for so long!

The support, motivation and team unity that we experience at Beacon Pointe is unmatched. I am constantly inspired by those around me and our culture, work ethic, and passion to serve clients.

Beacon Pointe has helped shape me into the person I am today. I have gained greater confidence in my voice, experienced strong mentorship, and learned a lot about setting myself up for financial success. I could not recommend working here enough!

Beacon Pointe is my first professional job, and I have loved every second of it. Everyone in the office has been welcoming and interested in getting to know me whether it be an associate, senior wealth advisor, or an executive. I feel grateful to work in a environment surrounded by collaborative, smart, and innovative people.

Important Disclosure: Testimonials were provided by current and former Beacon Pointe employees who are not being compensated. No material conflicts of interest exist as the employees did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all employees will have the same experience.

A Glimpse Into Life at Beacon Pointe

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Equal Employment Opportunity and Diversity: We are committed to equal-employment principles, and we recognize the value of committed worksite employees who feel they are being treated in an equitable and professional manner. We strive to find ways to attract, develop and retain the talent needed to meet business objectives, and to recruit and employ highly qualified individuals representing the diverse communities in which we live. Employment policies and decisions on employment and promotion are based on merit, qualifications, performance, and business needs. The decisions and criteria governing the employment relationship with all worksite employees are made in a non-discriminatory manner—without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, military status, sexual orientation, or any other factor determined to be an unlawful basis for such decisions by federal, state, or local laws. Employment candidates who reside in California are directed to review our California Candidate Privacy Notice.

Beacon Pointe is committed to ensuring equal access for people with disabilities. As potential employees of Beacon Pointe, people with disabilities can be important contributors to Beacon Pointe’s business success and should not be excluded, but rather welcomed into the Beacon Pointe family. Please do not hesitate to reach out to info@beaconpointe.com to request a PDF format of existing Beacon Pointe Job Opportunities. 

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You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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