Description

Role Overview

We are seeking an experienced Financial Advisor to join our team. The ideal candidate will have a strong background in wealth management and financial planning, with a proven ability to build and maintain client relationships.

At Bearing Point Capital, your expertise is respected, your ideas matter, and you can build lasting client relationships without the constraints of a traditional wirehouse or product-sales environment.

 
Key Responsibilities

- Cultivate and deepen long-term client relationships grounded in trust, transparency, and exceptional service.
- Create, refine, and implement customized financial plans for high-net-worth families.
- Provide advanced guidance on investment strategy, retirement planning, tax optimization, and estate planning.
- Maintain compliance with regulatory requirements and firm policies.
- Lead regular portfolio and planning reviews, proactively recommending adjustments.

Why Join Us?

- Entrepreneurial, Collaborative and client-focused culture.
- Cutting edge technology stack: integrated CRM, compliance, planning tools and AI.
- Growth support and marketing resources: business development tools, training and support. Opportunities for professional growth and advancement, including the ability to help shape the direction of our advisory business.
- Strong compensation plan, performance-aligned bonuses, and a comprehensive benefits package.
- Independently and locally owned national practice.

Requirements

Qualifications

- 5–8 years in wealth management or financial advisory roles.
- Bachelor’s degree required; advanced credentials such as CFA, CFP®, CPA, CTFA preferred.
- Strong proficiency in comprehensive financial planning and investment strategy.
- Excellent communication and interpersonal skills—you must be able to synthesize complexity simply.
- Demonstrated ability to manage multiple client relationships with care and precision.