Associate Wealth Advisor

Who We Are

At Beacon Family Office of Assante, we help families of wealth achieve elegant simplicity in the midst of complexity. We serve multi-generational families by integrating wealth, tax, insurance, and family enterprise planning into a cohesive strategy that protects both assets and relationships.

We are a boutique practice supported by a national platform. That means our team is small, tight-knit, and deeply collaborative, with access to robust infrastructure. Here, you'll work directly with a Senior Advisor and contribute to meaningful client planning from day one.

Our culture values curiosity, integrity, and accountability. We strive for "white-glove" excellence and are committed to mentoring future leaders in the family wealth space.

The Opportunity

We are hiring an Associate Wealth Advisor to play a central role in client advisory. You will lead the tactical engine of financial planning while progressively growing into co-leading client relationships.

This is not a back-office role. It is a direct path into advisory, designed for someone ready to take initiative, dive deep, and grow quickly with mentorship, structure, and support. You will be coached on complex, multi-generational wealth scenarios and supported with licensing, education, and tools to accelerate your development into a lead advisor.

What You'll Do

Wealth Planning & Analysis

• Develop, update, and enhance wealth plans spanning cash flow, retirement, estate, investment, insurance, tax, and philanthropic planning.
• Collaborate on advanced planning for entrepreneurs, executives, and multi-generational families.

Client Engagement & Communication

• Prepare for and contribute to client meetings, including agendas, planning decks, and post-meeting follow-up.
• Build confidence in progressively presenting planning segments during client meetings.

Compliance & Documentation

• Maintain accurate and timely regulatory documentation (KYC, KYP, IPS, etc.).
• Support documentation for client risk tolerance, suitability, and engagement tracking.

Insurance & Risk Management

• Assist in needs analyses, proposal preparation, and case submissions.
• Complete LLQP licensing and support client discussions on insurance strategy.

Process & Improvement

• Contribute to internal workflow enhancements, planning templates, and delivery systems to elevate our client experience.

What You Bring

You are a client-first professional with a strong foundation in financial services and a desire to grow into a lead advisory role. You are proactive, thoughtful, and driven to do high-quality work. You enjoy working closely with clients, learning from experienced mentors, and contributing to a collaborative and growth-oriented team.

Minimum Requirements

• 5+ years in financial services (wealth management, financial planning, or accounting).
• CSC completed and eligible for registration with a CIRO-member dealer.
• Strong interest in becoming a CFP professional or already on the path.
• Strong client service skills that are responsive, accurate, and composed under pressure.
• Clear written and verbal communication with confidence in client follow-ups and meeting preparation.
• Ability to manage details and workflows while staying focused on client outcomes.

Preferred Qualifications

• Progress toward or completion of the CFP designation.
• CIM and/or CPA designations are a strong asset.
• Experience with insurance, accounting, or reviewing corporate financials.
• Proficiency with Conquest or Naviplan, and strong Excel capability.
• Comfort contributing in meetings and gradually taking ownership of client conversations.
• Interest in guiding clients through investment suitability, asset allocation, and portfolio construction.
• Aptitude for developing trust with high-net-worth clients and professional partners.