Financial Advisor

Reports To: Chief Operations Officer
Status: Full-time

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!

Contact Us

25825 Science Park Drive, #110 Cleveland, OH 44122

Tel: (216) 910-1850

Fax: (216) 910-1899

Contact Us

(216) 910-1850

Toll-Free: (866) 568-3951

25825 Science Park Drive, #110 Cleveland, OH 44122

Email: info@beaconplanners.com

Check the background of your financial adviser on Finra Broker Check. 

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©2020 Beacon Financial Partners

Beacon Financial Partners, LLC. All Rights Reserved

Rankings are not indicative of future performance and are no guarantee of future financial success. Firms do not pay a fee to be placed on the list. For source and details of rankings, click here.

©2020 Beacon Financial Partners | (216) 910-1850 | toll-free (866) 568-3951 | Beacon Financial Partners, LLC. All Rights Reserved

 

Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPCwww.lincolninvestment.com

Beacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO,  and the above firms are independent and non-affiliated.

IMPORTANT INFORMATION:

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States.  Lincoln Investment, Capital Analysts, and Beacon Financial Advisory LLC are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states.  Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  

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