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Wealth Advisor: Book Expert

Job in Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for: Beacon Pointe
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 140000 USD Yearly USD 80000.00 140000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Grow Your Book with Expert Support

Beacon Pointe is a national RIA seeking motivated Wealth Advisors to join our growing team across the country. This role focuses on expanding client relationships and delivering tailored investment and planning guidance to high-net-worth individuals, families, and institutions.

Ideal candidates have 3+ years in wealth advisory, a proven track record for client acquisition, and possess CFP credentials; FINRA registrations or advisory licenses are preferred or can be obtained.

We invite applications for the Wealth Advisor:
Grow Your Book with Expert Support position located in Mount Pleasant, SC, United States.

The position is based in Mount Pleasant, SC, United States.

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

The advertised compensation is 80..

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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