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 Policy
Career Opportunities
Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Specialist for our Ultra High Net Worth offering in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Scottsdale, AZ office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of…
Job Description We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area. The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the…
Job Description We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office. This position will be responsible for working with lead advisors to create and manage client financial plans and to recommend personalized planning, investment and impact solutions as part of our allWEALTH experience: enhancing our clients’…
Job Description The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. The ideal candidate possesses strong leadership, deep technical tax expertise, and a client-focused approach. Responsibilities Client Advisory and Tax Planning…
Job Description We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in our Newport Beach office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients…
Job Description Beacon Pointe is currently seeking a qualified candidate to join our Compliance team as a Compliance Analyst. The Compliance Analyst will support the firm’s compliance program and ensure adherence to regulatory requirements under the Investment Advisers Act of 1940. This role is ideal for a compliance professional who enjoys hands-on testing, local office oversight, and…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Manager in our Newport Beach office. The candidate will join a highly talented team of professionals that support the firm’s mergers and acquisitions (M&A) efforts. This candidate will lead and coordinate the integration of newly acquired RIA firms. The ideal candidate will…
Job Description: We are seeking qualified candidates to join Beacon Pointe as a Financial Planner within the Financial Planning Department in our Newport Beach, CA office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Associate Information Technology to join our growing team working hybrid in our Newport Beach, CA office or working remotely. The Senior Associate will handle a wide range of technical responsibilities including user support, network administration, and the management of internal technology…
Job Description Compensation includes base salary range of $115,000-$150,000 plus variable compensation. Beacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage and support our workplace retirement technology. This role is…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented…
Client Service Associate Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Indianapolis, IN office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Indianapolis, IN office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Boston, MA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of…
Job Description The Associate Wealth Advisor (AWA) supports Senior Wealth Advisors and Wealth Advisors in delivering a best-in-class experience to a select group of high-net-worth clients. The role is client-facing and execution-oriented, focused on strong communication, accurate follow-through, and reliable coordination across planning, investment, and service workflows. This role is based in…
Job Description The Senior Associate Wealth Advisor (AWA) is a client-facing partner to Senior Wealth Advisors and serves as a key relationship and execution leader for a group of clients. This role operates with a high degree of independence and judgment, coordinating complex client service needs, investment-related workflows, and planning support across internal teams. This role is based in…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Roseland, NJ office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of…
Job Description We are currently seeking high quality, motivated individuals to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Philadelphia office located in Bala Cynwyd, PA. The ideal candidate will be responsible for assisting in client advisory, investment management, financial planning and administrative aspects of client service. This individual will work directly in…
Job Description We are looking for an Operations Manager to join our team in our Dallas, TX office. The Operations Manager is responsible for overseeing day-to-day firm operations, implementing policies and procedures, and working closely with the client service and operations teams. Additional responsibilities include billing, maintenance of reporting dashboards, managing capital calls, and…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Executive Assistant to the CEO in our Dallas, TX office at 3100 Monticello, in a full-time (40 hours/week) capacity. The ideal candidate will be responsible for serving as a trusted partner to the CEO by providing high-level executive and personal support and managing critical priorities and…
About Beacon Pointe Advisors Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Bellevue, WA office as a Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high-net worth individuals including small business owners and their families. The ideal candidate will be responsible for managing new and…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Redmond, WA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Milwaukee, WI office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…