Senior Wealth Advisor

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wirehouse, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred

About the role

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.

Benefits

We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.

Pay

Details on pay are not specified in this posting.

Schedule

Details on schedule are not specified in this posting.

Skills

The successful candidate should have excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter.

Benefits

Details on benefits are not specified in this posting.