Senior Wealth Advisor: HNW Planning & Growth

Beacon Pointe; Redmond; On-site; AUD 120,000 - 180,000; Full time

Job summary

Beacon Pointe Advisors in Australia seeks an experienced Senior Wealth Advisor to help high-net-worth clients craft comprehensive financial strategies and build long-term relationships. You will deliver sophisticated wealth planning and investment advice, working with internal specialists to provide integrated solutions.

Ideal candidates have 5+ years of advisory experience, a track record in client acquisition and asset growth, and qualifications such as CFP or CFA.

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
• Outgoing, sales-minded, self-motivated and multi-faceted to grow the business

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
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Skills

Client relationship management

Business development

Communication skills

Education

Bachelor’s degree in Finance/Business/Economics

CFP/CFA preferred

Job description

Beacon Pointe Advisors in Australia seeks an experienced Senior Wealth Advisor to help high-net-worth clients craft comprehensive financial strategies and build long-term relationships. You will deliver sophisticated wealth planning and investment advice, working with internal specialists to provide integrated solutions.

Ideal candidates have 5+ years of advisory experience, a track record in client acquisition and asset growth, and qualifications such as CFP or CFA.