Reports To: Chief Operations Officer
Status: Full-time

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We are always looking for successful advisors.

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Who can we impact?

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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.

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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.

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If you are interested in learning our story and how our due diligence lead us to our current structure, please contact us.

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Thank you for your interest in Beacon!