Beacon Bank
The Financial Advisor position at Beacon Bank offers an opportunity to join an investment program associated with LPL Financial, leveraging a strong referral system and existing client base to build a robust practice. This role focuses on creating tailored financial solutions for clients without proprietary products, supported by LPL's technology and open architecture platform. The position provides access to extensive resources and expertise to help advisors grow their business and maximize their investment programs.
Beacon Bank offers tailored loans, money management, checking and savings accounts for individuals and business in MA, CT, VT, NY and RI. Get started.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Beacon Bank.