Elite Wealth Advisor for High-Net-Worth Clients

Beacon Pointe; Draper (UT); On-site; USD 120,000 - 180,000; Full time

Job summary

Beacon Pointe Advisors seeks a Senior Wealth Advisor to provide comprehensive wealth management guidance and build lasting relationships with high-net-worth clients across diverse locations in the United States. The role partners with families to devise personalized financial strategies and expand client bases through referrals and strategic outreach.

Leverage an industry-leading platform, collaborate with internal specialists, and deliver integrated investment and planning solutions to help

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.
• CFP®, CFA, or other professional designations preferred.

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

Skills

Client relationship development

Communication (written and verbal)

Organization

Interpersonal skills

Sales-minded

Self-motivated

Education

Bachelor’s degree in Finance, Business, Economics or related field

CFP or CFA or other professional designations preferred

Job description

Beacon Pointe Advisors seeks a Senior Wealth Advisor to provide comprehensive wealth management guidance and build lasting relationships with high-net-worth clients across diverse locations in the United States. The role partners with families to devise personalized financial strategies and expand client bases through referrals and strategic outreach.

Leverage an industry-leading platform, collaborate with internal specialists, and deliver integrated investment and planning solutions to help