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Wealth Advisor | Book of Business

Job in Bloomfield Hills, Oakland County, Michigan, 48302, USA
Listing for: Beacon Pointe
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 90000 - 160000 USD Yearly USD 90000.00 160000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor | Grow Your Book of Business
Location: Bloomfield Hills

Beacon Pointe, one of the nation’s leading RIAs, is seeking motivated Wealth Advisors to join in multiple locations nationwide. This role supports advisors with growth, client service, and sophisticated financial planning through our allWEALTH approach.

You will build a book of business by leveraging client relationships, delivering tailored investment advice, and collaborating with internal specialists. CFP certification and FINRA licenses are preferred; a fiduciary mindset is essential.

We are looking to fill the Wealth Advisor | Grow Your Book of Business position at Beacon Pointe in Bloomfield Hills, MI, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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