Beacon is Hiring!
Financial Advisory Rotational Program Associate
About Us
Beacon Financial Strategies is an independent, fee-only financial planning and wealth management firm dedicated to helping individuals and families achieve their financial goals. We take a holistic approach that integrates financial planning, investment management, and tax strategy to deliver meaningful long-term results for our clients, empowering them to live a fulfilling life.
Position Overview
We are seeking a motivated and detail-oriented associate to join our team. This position is ideal for recent graduates or early-career professionals interested in pursuing a career in the wealth management industry.
The role begins with a focus on administrative and client service responsibilities to establish a strong foundation in firm operations. The position transitions into a rotational training program across three core areas of our business: Financial Planning, Investment Management, and Tax Preparation/Planning.
This is a hands-on opportunity to gain exposure to all facets of a modern advisory practice and develop the skills necessary to advance into a specialized or financial advisory role within our firm.
Key Responsibilities
Foundational Administrative and Client Service
Interacting with brokerage firm Charles Schwab & Co. to handle all client service-related issues. Completing and following up with new accounts, transfers, address changes, beneficiary designations, etc.
Greet and assist clients, both in person and by phone/email.
Maintain accurate client records in our CRM and document management systems.
Effectively communicating with clients, prospects and the financial advisory team.
Support day-to-day office operations.
Beacon’s Rotational Training Program
The purpose of Beacon’s Rotational Training Program is to provide individuals interested in the financial planning profession with comprehensive exposure to all aspects of a financial advisory firm. Over the course of approximately six months per rotation, participants will gain a strong understanding of the critical role advisors play in delivering holistic financial advice. By the end of the program, you will also have greater clarity about which areas of financial advising align most closely with your interests and career goals. Here are key components of each rotation:
Financial Planning Rotation:
Assist in preparing financial plans and projections
Gather and organize client financial data
Participate in planning meetings and observe client interactions
Investment Rotation:
Support portfolio monitoring and reporting
Assist with trading, rebalancing, and account maintenance tasks
Research investment products and market trends
Tax Rotation:
Help organize client tax documents and data
Assist with tax preparation and planning under supervision
Learn how tax strategy integrates with overall financial planning
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.
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
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Professional attitude and appearance
Proficiency with Microsoft Office Suite
A positive attitude, professional demeanor, and willingness to learn
Multitasking and time-management skills, with the ability to prioritize tasks
Interest in pursuing professional certifications is a plus (CFP®, CPA, or similar)
Familiarity with Salesforce, eMoney (financial planning), Proseries (tax) or Tamarac (portfolio accounting) would be a huge bonus, but not required
Why Join Us
Structured development program with cross-departmental training
Mentorship from experienced professionals across financial planning, investments, and tax
Collaborative and supportive team environment
Potential for long-term career advancement within the firm
Competitive compensation based on industry benchmarks
Bonus pool eligibility
401(k) retirement plan with matching contributions
Profit sharing plan eligibility after 1 year
Paid time off and holiday pay
Top notch health insurance including vision and dental
Some work from home flexibility after training period
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.
Please send the above referenced items to BFS@BeaconFinancialStrategies.com or apply through LinkedIn here.