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The role focuses on comprehensive financial planning and investment solutions through personalized coaching, portfolio monitoring, and delivering tailored recommendations. Responsibilities include managing client relationships on a recurring six-month cadence, assessing current plans, supporting risk management, tax efficiency, estate planning, and cash-flow guidance. Training covers CRM use, portfolio reviews, compliance and trading procedures, and eventual service of existing and new clients. Minimum 5+ years advisory experience, CFP designation preferred, strong ethics and consultative client-first communication required, with hybrid work and competitive benefits.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/beacon-financial-planning-financial-advisor-job-description-resumes/256403/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/beacon-financial-planning-financial-advisor-job-description-resumes/256403.png","ImageObject",442,249,{"name":88,"@type":89},"Aria","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-21","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What does a Financial Advisor at Beacon Financial Planning do?","Question",{"text":108,"@type":109},"The role provides comprehensive financial planning and coaching, prepares and presents customized personal financial plans, and delivers investment recommendations based on ongoing portfolio monitoring.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What training and onboarding should candidates expect?",{"text":113,"@type":109},"The first months focus on learning firm policies and procedures, including CRM use, preparation of portfolio reviews, building and maintaining financial plans, and understanding compliance and trading procedures.",{"name":115,"@type":106,"acceptedAnswer":116},"What are the key requirements and preferred qualifications?",{"text":117,"@type":109},"Candidates should have at least 5+ years of advisory experience in a client-facing role, with CFP designation preferred or willingness to obtain. A consultative, solution-based approach, strong ethics, professionalism, and networking skills are emphasized.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},256403,1790626355,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},2336464648322,"https://ap-avatar.wpscdn.com/avatar/2200025388227c56fec?_k=1778556882303663488","Position Description: Financial Advisor  \nClient: Beacon Financial Planning, Inc  \nAbout BFP:  \nBased in Hyannis, Beacon Financial Planning is a Fee Only, Independent advisory firm. Their clients rely on them to assist with all the moving parts of their financial journey so they can focus on that which is most important to them.  \nBFP has built their reputation on trust, integrity, and a commitment to providing personal service to every individual with whom they have a relationship. Their primary goal is to help clients maintain or reach financial independence without sacrificing their quality of life.  \nBFP specializes in comprehensive financial planning and investment solutions. They have learned that the best financial plans stem from a clear understanding of their clients’ personal situation and long-term goals.  \nCompany Website: [www.bfpcc.com](www.bfpcc.com)  \nSeeking a Financial Advisor  \nBFP seeks a team member who would like to establish a long-lasting relationship and grow with the firm. This opportunity is a good fit if you are: goal oriented, hungry, and looking to thrive in a can-do atmosphere where every member of the team is valued and willing to help one another.  \n􀁸 CFP designation preferred or willingness to obtain will be viewed favorably  \n􀁸 No portable book of business required, however track record of sourcing business externally through COI’s, networking and/or community contacts is required  \nCandidates should have a minimum of 5+ years advisory experience in a client facing role. Candidates must have the confidence and professionalism necessary to work with and communicate effectively with highly educated prospects and clients. Experience in solution based/consultative approach preferred.  \nTraining is an important part of this role. The first few months on the job will be committed to learning and understanding firm policies and procedures. This new team member will be trained on everything from how to leverage the CRM, preparation of portfolio reviews, building and maintaining financial plans, to bigger picture items such as compliance policies and trading procedures.  \nUpon demonstrating a strong sense of firm policies & procedures, the new team member will then begin to sit in with the principal and other CFPs on client meetings to gain hands-on experience. The long-term hope is for this team member to eventually start servicing some existing firm clients on their own as well as nurture new client relationships.  \nSeeking someone who is smart, has high empathy, is humble, hungry to learn and grow, and possesses high ethical standards.  \nSome of the responsibilities will include:  \n􀁸 Financial Planning & Coaching: guide clients through financial planning and make time to understand their goals and develop action items to position them to achieve said goals. Planners work directly with clients in person, virtually, via phone and email to provide custom planning and personalized coaching  \n􀁸 Manage client relationships and support clients: meet with clients every six months and as needed to review their goals, investment portfolio, risk management, cash flow, tax efficiency, estate plan, etc. Nurture relationships and gain a deep understanding of clients’ unique needs and aspirations to confidently advise them on their financial goals  \n􀁸 Portfolio management: Financial Advisor responsible for on-going monitoring of clients’investment portfolio and creating and delivering investment recommendations  \n􀁸 Be an active part of a collaborative team and share best practices to proactively identify financial planning solutions for clients  \n􀁸 Prepare and present customized personal financial plans from data gathering phase to client presentation  \n􀁸 Provide assessments of current financial plans and offer strategic considerations  \n􀁸 Serve as a consultative internal resource on such topics as estate planning, taxes, philanthropic strategies, cash flow planning, and insurance  \n􀁸 Interact with clients’ profe","cbCaigR7NBp434K0","https://ap.wps.com/l/cbCaigR7NBp434K0","pdf",132611,"English","# Position Description: Financial Advisor\n## About BFP\n## Seeking a Financial Advisor\n## Responsibilities\n## Skills/Requirements\n## Compensation & Benefits\n## Confidentiality & Application","[{\"question\":\"What does a Financial Advisor at Beacon Financial Planning do?\",\"answer\":\"The role provides comprehensive financial planning and coaching, prepares and presents customized personal financial plans, and delivers investment recommendations based on ongoing portfolio monitoring.\"},{\"question\":\"What training and onboarding should candidates expect?\",\"answer\":\"The first months focus on learning firm policies and procedures, including CRM use, preparation of portfolio reviews, building and maintaining financial plans, and understanding compliance and trading procedures.\"},{\"question\":\"What are the key requirements and preferred qualifications?\",\"answer\":\"Candidates should have at least 5+ years of advisory experience in a client-facing role, with CFP designation preferred or willingness to obtain. A consultative, solution-based approach, strong ethics, professionalism, and networking skills are emphasized.\"}]","Beacon Financial Planning Financial Advisor Job Description - Resumes | PDF",1789303155]