We welcome inquiries from individuals interested in a variety of opportunities, including:

• Financial Advisors

• Associate Advisors

• Operations & Administrative Professionals

• Investment & Financial Planning Professionals

• Marketing & Business Development Professionals

• Students and Recent Graduates

• Financial Advisors Exploring Independence

• Firm Owners Considering Succession or Practice Transition

Submitting the form does not constitute an application for employment, an offer of employment, or a guarantee that a position or business opportunity is currently available.

Beacon Light Wealth Management provides comprehensive financial planning and investment management through an independent registered investment advisory firm. Our team works closely with clients to develop personalized financial strategies designed to help them navigate important financial decisions throughout every stage of life.

Our advisory process emphasizes long-term relationships, ongoing planning, disciplined investment management, and proactive communication. We leverage modern planning technology, evidence-based investment principles, and a collaborative team approach to deliver a consistent client experience while adapting recommendations as clients’ goals and circumstances evolve.

As we continue to grow, we remain committed to building a team of professionals who value technical expertise, collaboration, continuous professional development, and providing thoughtful guidance to the clients and communities we serve.

As an independent registered investment advisory firm, we believe our people are one of our most important investments. We strive to create an environment that supports professional development, collaboration, and long-term career growth while maintaining the flexibility of a modern workplace.

As a growing firm, our team values collaboration, new ideas, continuous learning, and a willingness to continually improve the way we serve clients. Team members have opportunities to contribute across the organization, take on new responsibilities, and help develop processes as the firm continues to evolve.

Depending on the position and business needs, opportunities and benefits may include:

Professional Development
We encourage continued learning and professional growth. Eligible employees may receive reimbursement for approved professional designations, licensing, certifications, and continuing education that support their role and the firm’s objectives.

Independent Technology
As an independent advisory firm, we are not limited to proprietary technology or investment platforms. We continually evaluate technology, software, and operational processes to improve efficiency, enhance the client experience, and better support our team.

Flexible Work Environment
We recognize the importance of flexibility while maintaining a collaborative office culture. Depending on the position and business needs, eligible employees may have opportunities to work in a hybrid work environment. Full-time employees also participate in a flexible paid time off (PTO) program.

Retirement Benefits
Eligible full-time employees may participate in the firm’s group retirement plan, which currently includes employer matching contributions in accordance with the terms of the plan.

Opportunities to Grow
We are a growing firm with an entrepreneurial and collaborative culture that values innovation, continuous learning, and adaptability. Team members may have opportunities to broaden their experience, contribute new ideas, and help develop processes that support the firm’s continued growth.

Whether you are considering a career change, exploring independence, planning for retirement, or evaluating succession options for your practice, we welcome the opportunity to have a confidential conversation.

Depending on your goals, discussions may include:

• Joining Beacon Light Wealth Management as a Financial Advisor

• Transitioning from a wirehouse, broker-dealer, bank, or another registered investment advisory firm

• Succession planning for your practice

• Selling all or a portion of a book of business

• Long-term continuity planning for clients

• Other strategic opportunities that may align with the objectives of both parties

Every situation is unique. Our goal is to better understand your objectives and determine whether there may be an opportunity to work together. Initial conversations are confidential and carry no obligation for either party.

After submitting the interest form:

1. We will review the information you provide.
2. If your background or inquiry aligns with our current or anticipated needs, a member of our leadership team may contact you for an introductory conversation.
3. Depending on the opportunity, additional discussions, interviews, or requests for information may follow.

Submitting the interest form does not create an employment relationship or guarantee future communication.

Whether you’re exploring a career in wealth management, considering independence, evaluating succession planning, or simply interested in learning more about Beacon Light Wealth Management, we appreciate your interest.

Complete the confidential interest form below, and a member of our leadership team will review your submission. If there appears to be a mutual fit or an opportunity for further discussion, we’ll be in touch.

We look forward to learning more about you.