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Beacon Wealth Management Ltd · 21 hours ago

Financial Professional

Clarksburg, WV

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $75K/yr

Beacon Wealth Management is seeking a Financial Professional to join their Beacon Financial Summit Team. This role involves guiding clients on their financial journey while also providing a structured career path and mentorship for personal growth.

ConsultingFinancial ServicesWealth Management

Responsibilities

Use the •Beacon Altitude Advantage™• to guide clients from Basecamp to High Altitude

Help families organize, optimize retirement income, reduce taxes, and secure their legacy

Collaborate with a supportive team that lives by the •Beacon Summit Standard•

Take advantage of a structured playbook for both client success and career progression

Qualification

Licensed in financial industryDetail-orientedGrowth-mindedRelationship-drivenDisciplined

Required

Licensed in the financial industry (Life & Health Insurance, SIE, Series 7, Series 66, or 63 + 65) OR willing to obtain these licenses with our support

A relationship-driven professional who thrives on helping others

Detail-oriented, disciplined, and growth-minded

Ambitious and ready to climb your own summit while guiding families to theirs

Benefits

401(k)

401(k) matching

Company

Beacon Wealth Management Ltd

*** Voted No.1 Financial Advisers in East of England 2013 & 2015 *** Your financial future is our priority.

Founded in 2010

Kimbolton, Cambridgeshire, GBR

11-50 employees

https://beaconwm.co.uk

Funding

Current Stage

Early Stage

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