Full-Time
Bala Cynwyd, Pennsylvania
Posted 3 weeks ago

Wealth Advisor with Strong Business Development Skills

We are currently seeking qualified candidates to join Beacon Pointe Wealth Advisors as a Business Development Advisor in our Philadelphia, PA office, to help us maximize referral programs of Schwab, Fidelity and TD Ameritrade retail branches.  We have proven referral partners and need more qualified advisors to address the market.

The candidate will be responsible for developing new clients both through the retail branches of our custodial partners and through client and personal referrals. This individual will work directly with the Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

Specific responsibilities include, but are not limited to:

  • Developing strategic relationships with Financial Consultants working in the retail branches of our custodial partners (Charles Schwab, Fidelity, and TD Ameritrade)
  • Developing new client relationships through contacts and networking with Centers of Influence
  • Servicing and advising clients relative to their wealth management and investment needs
  • Frequent communication with prospective clients – both verbally and in writing
  • Representing the firm in a positive and professional manner
  • Other duties, as assigned
  • Candidates with a modest book of clients are preferred, generally at least $10M of AUM

Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Minimum of five years of professional experience in financial services
  • CFP® or CFA designation preferred
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team-oriented environment
  • Proficiency in Microsoft Office ® applications required

Interested candidates: Please click on this link http://bit.ly/BPBDAPA  to complete a brief assessment, that is part of the application process (we suggest allowing 10 – 20 minutes). Once you have completed it, you will see a button where you can add a resume to your profile. Please make sure to include your resume prior to completing the process.  Thank you!

Job Features

Job CategoryAdvisors & Consultants

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