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 a Trading Associate 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 institutions. The successful candidate will…
Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate 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 institutions. The successful…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, 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, families and institution…
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…
Compensation: $100,000-$125,000 per year based on experience + annual discretionary bonus Job Description: We are seeking an exceptional Senior Associate Wealth Advisor (SAWA) to join our team. We need an outstanding individual with a talent for problem-solving, a meticulous attention to detail and a positive, can-do attitude. This new team member will support our advisors and provide top…
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 a qualified candidate to join Beacon Pointe Advisors as a Reporting Associate. The Reporting Associate will be responsible for helping maintain the firm’s data for performance reporting and providing support for internal projects. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a…
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 The Senior Data Engineer will oversee the department’s data infrastructure, including developing a data model, integrating large amounts of data from different systems, building & enhancing a data lake-house & subsequent analytics environment, and writing scripts to facilitate data analysis. This role will work closely & collaboratively with members of the executive team and…
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 a Client Service Associate (CSA) in our Sarasota, FL 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 institution…
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Skokie, IL 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 Senior Client Service Associate (CSA) in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management needs of high net worth individuals, families and institutions. The successful candidate will…
Job Description We are currently seeking a qualified, motivated individual to join Beacon Pointe Advisors as an Office Management Associate in our Bala Cynwyd, PA (Philadelphia suburbs) office. The ideal candidate will be responsible for assisting in all aspects of the firm’s daily operations in addition to handling general office management duties. This individual will join a highly talented…
Job Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or…
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Relationship Manager in our Dallas, TX office. The Senior Relationship Manager 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 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 seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning team as an Estate Planning Strategist. The candidate will engage with all offices across the country as part of their ongoing responsibilities. Candidates may be based anywhere nationally and may work from one of our offices nationwide, though there is potential for hybrid or…