Founded in 2004, Beacon Financial Strategies is a fee-only financial planning and investment management company that has an in-house team of tax professionals serving clients of the firm. Over the years, Beacon has positioned itself as a leader in the movement of fiduciary, advice-driven, tax-focused, professional advisory firms.
Beacon clients benefit tremendously from our holistic guidance and personal approach. Peace of mind, comfort and confidence are all words that clients have used to describe how working with Beacon makes them feel. At Beacon, it is our primary motivator to empower our clients with trusted advice so that they can live a fulfilling and meaningful life. We work hard at actively listening, asking thought-provoking questions, and establishing deep and meaningful relationships with our clients.
Beacon is located in the beautiful “heart of the triangle,” Raleigh, NC (Raleigh, Durham and Chapel Hill). With wonderful schools, access to world-renowned medical care and ample parks and greenways, Raleigh is consistently ranked as one of the best places to live in the country. In addition to Research Triangle Park, which houses hundreds of science and technology companies, there are also three major universities (NC State, North Carolina and Duke) in the area. There is little doubt that the Raleigh/Durham area is poised for sustained long term growth.
About The Role
Beacon is searching for a candidate who has the technical skills, confidence and leadership capability to be, or quickly become, a Lead Advisor. To serve in this role, it is expected that you would have already obtained (or be very close to having) the CFP designation.
Upon starting your journey with Beacon, you will spend the first several months working closely with our team learning the “Beacon Way.” You will be introduced to our systems and internal processes through one-on-one training sessions from your colleagues, as well as company-wide training initiatives.
You will work directly with Senior Advisors to serve existing clients and prospects. In addition, you will participate in client meetings and learn firsthand how we foster relationships and deliver holistic advice to clients. You will be surrounded by a team of professionals who will encourage, support and mentor you during this period of intense learning.
From the onset of your career with Beacon, you will be a valued member of our team with an important and respected voice when it comes to the strategic direction of the company. You will participate in and occasionally be asked to lead our quarterly strategic visioning meeting. You will have an understanding of the “inner workings” of an advisory firm which will include firm financials, key performance indicators and other financial metrics used to help firm leadership make strategic decisions.
Once you have established a solid foundation, you will be encouraged and challenged to assume additional responsibilities. This could mean assisting in various internal committees, implementing, or improving marketing initiatives, or simply embarking on projects that bring you joy and energy while also contributing to the success of the company.
We want you to live an inspired life through a career that is exciting and personally satisfying.
What You’ll Be Doing
- Support the Senior Financial Planner (lead relationship manager) in meetings. Your role will initially be as listener and notetaker, with the goal of preparing you to eventually lead meetings and take on the full responsibilities of a Financial Planner.
- Prepare client financial plans by strategically thinking through and analyzing client data. You will be searching for solutions as well as presenting your ideas to clients in both in-person and virtual meetings.
- Prepare for, take notes, help run, and do follow-up for existing client review meetings.
- Supervise and review data entry and completion of necessary tasks/business processes within our customer relationship management software and all other tech tools.
- Become an expert user of our core tools: customer relationship management software, Microsoft Office suite, portfolio accounting and financial planning software.
- Assist with investment analysis, recommendations, and implementation.
- Host initial calls with prospective clients.
- Collaborate with the administration team to assist in client workflow, such as account opening, transfers, contributions, and distributions.
- Within 1-2 years, be able to co-lead client meetings with the Senior Financial Planner, and be ready to assume sole responsibility of 10-20 existing client relationships.
About You
You must be a person who:
- Is of the highest integrity.
- Enjoys and derives energy from helping others.
- Keeps agreements you make.
- Follows through on your promises.
- Seeks ways to continuously improve both personally and professionally.
- Enjoys learning new things.
- Challenges yourself to overcome fears and obstacles that stand in your way of success.
- Is willing and able to give and receive honest feedback.
- Thrives in a team-based environment.
- Has strong analytical skills.
You Must Have
- Bachelor’s degree from an accredited university
- 3+ years of experience in the financial services industry
- CFP certification, or CPA designation (or very close to receiving)
- The ability to communicate clearly and confidently with others
What We Are Offering
- Competitive compensation based on industry benchmarks - $68k to $88k depending on your level of experience
- 401(k) Match
- Bonus pool eligibility
- Paid time off and holiday pay
- Awesome health insurance including vision and dental
- Long term disability insurance
- Continuing education and professional dues paid
- Some work from home flexibility after training period
- Equity participation plan eligibility potential
What Are the Next Steps?
This is a special role within Beacon Financial Strategies that will serve to set the stage for our future growth plans. If you feel like this opportunity is one that can satisfy both your professional and personal goals, we would ask that you submit the following:
- Your most recent resume
- A brief paragraph explaining why you would enjoy a career as a professional advisor
- A short (90 seconds or less) video telling us about a personal passion of yours. This could be a hobby, cause or anything that you are passionate about.
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