Senior Wealth Advisor - Dallas, TX

Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients rely on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary all WEALTH® approach.

Our advisors' extensive expertise and commitment to clients are reflected in recognitions from Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more.

We are currently seeking experienced Wealth Advisors to join Beacon Pointe in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• 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

• 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
• Key attributes include excellent communication (written and verbal), organization and interpersonal skills, teamwork, self-motivation, and sales-mindedness to help grow the business

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: