Financial Client Support Advisor

Client Support Advisor

Beacon Wealth Management — Clarksburg, West Virginia
Full-Time | In-Office | Career Opportunity (Not a Job)

Base Salary: $45,000–$75,000 (Negotiable)

Entry / early-career: $45k–$55k

Experienced professional support: $55k–$65k

Licensed / advanced responsibility: $65k–$75k

Benefits: Excellent | Incentives | Long-Term Growth Potential

We Are Building an Elite Team

Beacon Wealth Management is a high-performing, team-based financial advisory firm. We are intentional about who we hire, how we develop talent, and how we grow together.

We are seeking a Client Support Advisor— someone ready to grow based on performance, capability, licensing, and leadership.

The Opportunity

This role is designed for professionals who want:

• A respected, stable starting position with real upward mobility
• A team-based environment where success is shared
• Structured training, mentorship, and proven systems
• The ability to grow responsibility, influence, and income over time

We are willing to train, develop, and invest in the right person. We care just as much about character, work ethic, and coachability as we do experience.

The Role: What You’ll Do

This is a client service and advisor support role, not a sales or production position.

Key responsibilities include:

• Processing new accounts and client service requests
• Supporting advisors before, during, and after client meetings
• Managing paperwork, follow-ups, and account coordination
• Communicating professionally with clients and internal team members
• Maintaining accuracy, organization, and workflow discipline
• Playing a meaningful role in delivering a first-class client experience

Who We’re Looking For

This opportunity is ideal for someone who:

• Wants a career
• Thrives in professional, high-standard environments
• Is organized, dependable, and accountable
• Values teamwork, process, and excellence
• Is ambitious and wants to grow skills, credentials, and leadership capacity

Strong candidates often come from backgrounds such as:

• Financial services or banking
• Accounting or bookkeeping
• Legal or paralegal work
• Medical or healthcare administration
• Other professional or corporate environments

A college degree is strongly preferred.

Licensing is not required to start, but ambition, professionalism, and work ethic are non-negotiable.

Compensation, Incentives & Benefits

• Base Salary: $45,000–$75,000, negotiable based on experience, capability, and licensing
• As responsibilities, skills, and licensing expand, base compensation increases accordingly
• Incentive opportunities become available as you progress within the firm
• High performers who expand responsibility and leadership capacity can exceed this range over time

Benefits include:

• Group health, vision, and dental insurance
• 401(k) with 6% employer match
• Paid Time Off (PTO)
• Paid holidays
• Full-time, stable schedule with standard business hours

Career Growth & Advancement

This role is intentionally designed as a starting point for the right person.

Potential advancement paths include:

• Senior Client Support Advisor
• Associate Wealth Advisor
• Lead Wealth Advisor
• Senior Wealth Advisor
• Operations or Service Team Leadership
• Expanded advisory or leadership roles based on fit and performance

Our Culture

We operate with high standards, clear expectations, and mutual respect.

You can expect:

• A professional, team-based environment
• Clear processes and accountability
• Training, mentorship, and leadership support
• A growing firm that invests in people who invest in themselves

We value clarity, confidence, and control—in our work and in our careers.

Location

This is a full-time, in-office position located in Clarksburg, West Virginia.

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Clarksburg, WV 26301 (Required)

Work Location: In person

Salary : $45,000 - $75,000