Senior Wealth Advisor

Job Description

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 have long relied 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 allWEALTH® approach.

Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more.

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

• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our 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:

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