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Beacon Pointe provides clear and insightful financial and investment advise to institutions, families and individuals. It was established in 2002, Headquartered in Newport Beach, CA, with 17 offices across the U.S. It has over 180 employees across these locations in the country. There is a family oriented and collaborative environment among the employees as there is no form of discrimination, harassment and bias. Each employee has equal right to the benefits the company offers the staff. One of the most important benefits employees enjoy is the support and assistance during difficult ties which the company offers people working therein.
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Team
Professional experience
Professional Growth
How many years of experience do Beacon Pointe employees have before joining?
Years of experience at Beacon Pointe: Newcomers: 19%, Experiencers: 12%, Experts: 22%, Veterans: 47%. Beacon Pointe employees have 8+ years experience on average before joining.
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Professional Growth
Where did Beacon Pointe employees work before joining?
Where they've worked before Beacon Pointe: BNY Mellon, Capital Investment Counsel, Fidelity Investments. Typical Beacon Pointe employees have worked at BNY Mellon.
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BNY Mellon
Capital Investment Counsel
Fidelity Investments
Professional Growth
What industries did Beacon Pointe employees work in previously?
Industry Background: The most typical industries of Beacon Pointe: Investing Companies, Insurance Agency & Brokerage Firms, Commercial Banking Companies, Finance & Insurance Companies, Investment Banking & Securities Brokerage Firms. Beacon Pointe em
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Professional Growth
Where did Beacon Pointe employees work before joining?
Past employers' size at Beacon Pointe: Small: 58%, Medium: 8%, Large: 34%. Most Beacon Pointe employees have previously worked at small companies.
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Educational background
Educational background
What did employees at Beacon Pointe study?
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Top educational institutions
Where did employees at Beacon Pointe study?
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Employee data
Professional Growth
How long do people stay in a role at Beacon Pointe?
Time employed at Beacon Pointe: <1: 10%, 1-3: 40%, 4-8: 41%, 9-13: 5%, 14-20: 4%, 20+: 0%. Most Beacon Pointe employees stay with the company for 4-8 years which is the same as the industry average.
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Culture & Values
How does Beacon Pointe rank for age & gender diversity?
Gender ratio at Beacon Pointe: 65.0% Male and 35.0% Female. Age ratio at Beacon Pointe: 16-20: 0%, 21-30: 31%, 31-40: 37%, 41-50: 18%, 51-60: 8%, 60+: 6%. Beacon Pointe rates - 1.0% more female than the industry average. Most Beacon Pointe employees
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Professional Growth
What are the top roles at Beacon Pointe?
Top roles of Beacon Pointe: Wealth Advisor, Managing Director, Senior Associate, Client Service Associate, Client Services Manager. The top role at Beacon Pointe is Wealth Advisor.
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Wealth Advisor
Managing Director
Senior Associate
Client Service Associate
Client Services Manager
Career advancement
Professional Growth
How does Beacon Pointe rank for career advancement?
Career advancement at Beacon Pointe: low. Beacon Pointe ranks low for career advancement which is same as the industry average.
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Professional Growth
What companies do Beacon Pointe employees go on to work at?
Future employers of Beacon Pointe: 72andSunny, AdvicePeriod, Affinity Counseling Center LLC, Alpha Cubed Investments LLC, AmbroseAdvisors. People who work at Beacon Pointe most typically go on to work for the 72andSunny.
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72andSunny
AdvicePeriod
Affinity Counseling Center LLC
Alpha Cubed Investments LLC
AmbroseAdvisors