Careers

Join a growing team of financial professionals dedicated to providing private wealth management services.

Build a client base, manage long-term client relationships and offer valuable investment-management advice. Work with our accomplished team of advisors and learn leading industry portfolio-management techniques and investment principles. Successful candidates will demonstrate the ability to work independently and provide personal client service. Candidates must have a strong knowledge of investment products and financial markets, have an outstanding work ethic, and have an ability to organize complex tasks.


Financial Advisor

Education: BA/BS degree; equivalent professional experience.

Professional Designations: Chartered Financial Analyst (CFA); Certified Financial Planner (CFP); Personal Financial Specialist (PFS); Chartered Investment Counsel (CIC); or Chartered Financial Consultant (ChFC).

Other Requirements: Demonstrated sales and account management skills; excellent oral and written communication skills; series 65 license or relevant professional designation; outstanding compliance record.


Financial Advisor Training Program

Education: BA/BS degree; or equivalent professional experience. MBA preferred but not required.

Other Requirements: Demonstrated sales and account management skills; excellent oral and written communication skills; series 65 license or relevant professional designation; outstanding compliance record.


Risk Analyst

Education: BA/BS degree; MBA preferred.

Professional Designations: Program enrollment in the Chartered Financial Analyst (CFA); Certified Financial Planner (CFP); Personal Financial Specialist (PFS); Chartered Investment Counsel (CIC); or Chartered Financial Consultant (ChFC).

Other Requirements: Demonstrated analytical skills; excellent oral and written communication skills.

 

 

 

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CPA partnering Program


We offer certified public ACCOUNTANTS the opportunity to expand the services they offer

We work with local CPAs who would like to provide investment management services to their clients through an integrated platform. Our CPA partner program offers:

    Full client disclosure
    Flexible operating agreements
    Marketing and sales support
    Training and investor education

requirements

CPAs working with BerylStone must either be registered as an advisory representative of BerylStone or be independently registered as an advisor with the Arizona Corporation Commission. Please contact BerylStone to find out more about regulatory and program requirements.

 

 

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