Description
Report Listing

Seeking an Experienced Financial Advisor
BEAM Wealth Advisors, Inc. is an established financial advisory firm serving
clientele in the southcentral Unites States and virtually all over the United States from our main
office in Covington, Louisiana. We are in the family wealth management business focusing on high
net worth individuals, professionals, families, and business owners. Through a planning process
built on integrity, knowledge, and attention to every last detail, we seek to guide and inform our
clients to successfully navigate the various phases of financial and wealth management. We have
been serving our clientele and market niche for over 40 years and we have a constantly evolving
succession plan in place to ensure that we’ll be here 50 years from now.
This is a special opportunity unlike most in the financial services industry. First, our firm is
completely independent, so our loyalty belongs exclusively to our clients. Second, we offer a
competitive compensation structure (salary and a bonus) and an equity ownership track for employees
who demonstrate leadership characteristics and support the long-term goals of our firm. You will be
a member of a collaborative and supportive team of strong individuals, all working hard to help us
grow a successful and multigenerational business. At BEAM Wealth Advisors,
Inc., you won’t “own a job” or be building your own practice; this is not an eat-what-you-kill
position, and we’re not that kind of a firm.
If you are a financial advisor with 5 or more years of experience and an established client base,
we encourage you to contact us and explore an opportunity with our firm. All inquiries will be held
in strict confidence. At a minimum, candidates should be able to bring the following assets to the
firm:
• $10 million of assets under management
• 5 years of experience working with high net worth individuals/families and business owners
• Awareness of financial planning issues related to managing wealth
• Bachelor’s degree and Series 65/66, CFP designation or CFA designation preferred.
• Familiarity with portfolio management, including asset allocation, traditional and
nontraditional asset classes, and various investing styles is a minimum requirement. We prefer
sophisticated estate planning, tax planning, education planning, and insurance planning knowledge,
as well as strong knowledge of the stock market and macroeconomic trends
• Attention to detail; strong organizational skills; ability to complete work in a timely,
accurate, and thorough manner
• Must be personable and punctual, a team player and a problem solver
• Clean disciplinary record
Advisors who meet the above criteria may inquire confidentially about this opportunity by
submitting a cover letter and resume to Janice Bordelon at ___

Market
Job
Member Level
Basic
Last Activity
within 2 months

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