Financial Advisor
Beacon Asset Management Inc. - Naples, FL

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Beacon is expanding its operation into southwest Florida with a new branch office in Naples. Beacon is a fee-only Registered Investment Advisor based in Tampa. We are currently seeking two established IAs who would like to join a growing independent RIA. Candidates will need a Series 63/65 license and state of Florida insurance licenses. Professional certification (i.e. CFP®, ChFC, CPA) would be beneficial.

If this sounds like something of interest, please feel free to call Kelly Williams, Director of Business Development, at 866-465-2869.


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