Reports To: Chief Operations Officer
We are always looking for successful advisors.
Who can we impact?
Experienced Advisors (5+ years)
Whose current practice is tilted towards investment advice.
An entrepreneur not in the "institutional frame of mind."
An advisor interested in consultative versus transactional business.
An advisor mostly fee-based versus commission-based.
An advisor currently or aspiring to serve higher net-worth clientele through planning?
An advisor who desires to be a part of an independent firm with open access to many solutions.
An advisor interested in higher payouts.
An advisor that wants access to alternative investment expertise.
Who are we NOT a fit for?
Someone brand new to financial services.
An advisor with a practice primarily compromising of insurance advice.
A non-team player.
An advisor in a maintenance mode versus a growth mode.
If you are interested in learning our story and how our due diligence lead us to our current structure, please contact us.
Thank you for your interest in Beacon!
25825 Science Park Drive, #110 Cleveland, OH 44122
Tel: (216) 910-1850
Fax: (216) 910-1899