Careers
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. Beacon Pointe provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment candidates who reside in California are directed to review our California Candidate Privacy Notice.
The FACES 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. We embrace the communities we live within and strive to make a positive impact.
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
From every viewpoint, we value creativity and innovation. Our business is built on consistently challenging the norm and finding a better way to approach what we currently do. 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
Lastly but most importantly, we are about service to our clients, to our team, and to the community in which we live. Each year, we give a paid day of work to each team member to spend their time volunteering for a local 501(c)(3) non-profit, and many in our firm serve on boards or in other volunteer capacities within our nonprofit community.
Employee Support
Award-winning culture that rewards drive and teamwork
Competitive compensation with potential bonuses
Women’s leadership and development workshops
Community outreach and philanthropic activities
Training options for personal and professional growth
Robust suite of health plan options
Job Openings
- Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Representing the firm in a positive and professional manner
- Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
- CFP® or CFA designation (preferred)
- At least seven years of industry experience
- Must have $10 million in transferrable managed accounts
- Strong communication and presentation skills
- Ability to handle multiple tasks and complete in a timely manner
- Ability to work with a team, yet be a self-starter
- Proficient in Excel, PowerPoint and Outlook
Job Features
Job Category | Advisors & Consultants |
- Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience
- Working directly with clients to collect key documents for financial planning
- Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
- Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
- Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
- Frequent communication with clients and internal associates – both verbally and in writing
- Participate in client meetings where needed
- Other duties as assigned
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not necessary)
- CFP or willing to pursue the CFP for completion within 24 months
- Series 65 (or ability to obtain within 3 months of assuming position)
- 3-5 years of financial planning experience
- Experience working in wealth management, and competency with eMoney
- 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
Job Features
Job Category | Wealth Planning |
- Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Representing the firm in a positive and professional manner
- Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
- CFP® or CFA designation (preferred)
- At least seven years of industry experience
- Must have $10 million in transferrable managed accounts
- Strong communication and presentation skills
- Ability to handle multiple tasks and complete in a timely manner
- Ability to work with a team, yet be a self-starter
- Proficient in Excel, PowerPoint and Outlook
Job Features
Job Category | Advisors & Consultants |
- Handle all administrative requests and queries from leadership and operation teams
- Act as point of contact for internal and external clients, responding and routing communication to the appropriate party via phone, email and/or other contact methods
- Organize and schedule all incoming and reoccurring meetings and appointments
- Booking travel arrangements
- Assist in the preparation of regularly scheduled reports
- Assist with preparation of meeting presentation materials, documents meeting follow-up and takes supports operational related tasks
- Participate in team meetings and collaborate with the leadership team on projects and/or initiatives designed to streamline firm policies and procedures
- Other duties, as assigned
- Four-year college degree or equivalent experience required
- Excellent interpersonal and verbal/written skills
- Strong commitment to detail with excellent organization and prioritization skills
- Proven ability to work in a fast-paced environment, evolving work environment and able to multi-task
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Job Features
Job Category | Client Service & Operations |
- Using our eMoney financial planning technology to input financial information, link client accounts and deliver a personalize, comprehensive planning experience
- Working directly with clients to collect key documents for financial planning
- Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans
- Partnering with clients to provide objective education to help them meet their goals, and ensuring they follow up on suggested action items
- Analysis of client portfolios using internal portfolio management database (Tamarac) as well as basic excel functions
- Frequent communication with clients and internal associates - both verbally and in writing
- Participate in client meetings where needed
- Other duties as assigned
- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred but not necessary)
- CFP or willing to pursue the CFP for completion within 24 months
- Series 65 (or ability to obtain within 3 months of assuming position)
- 3-5 years of financial planning experience
- Experience working in wealth management, and competency with eMoney
- 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
Job Features
Job Category | Wealth Planning |
- Providing a best-in-class service experience to a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing
- Developing new client relationships through contacts and networking
- Design and implement financial plans for clients.
- Servicing and advising clients relative to their wealth management, investment, and financial planning needs
- Representing the firm in a positive and professional manner
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
- Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
- CFP® or CFA designation (preferred)
- At least five years of industry experience
- Experience with qualified plans preferred
- Strong communication and presentation skills
- Ability to handle multiple tasks and complete in a timely manner
- Ability to work with a team, yet be a self-starter
- Proficient in Excel, PowerPoint and Outlook
- Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
Job Features
Job Category | Advisors & Consultants |
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 (including medical marijuana cardholder status for Arizona applicants and worksite employees) determined to be an unlawful basis for such decisions by federal, state, or local statutes. 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.