Lead Wealth Advisor for High Net Worth Clients

Beacon Pointe; Columbia (MD); On-site; USD 90,000 - 150,000; Full time

Job summary

Beacon Pointe Advisors in Columbia, MD seeks a Wealth Advisor to manage relationships with high-net-worth individuals and business owners. You will work with the Managing Director to deliver complex retirement and estate planning solutions, maintaining superior client service and retention.

The ideal candidate has 4–8 years of industry experience, financial designations (CFP®, CFA, or MBA in Finance) and holds an RIA license.

Qualifications

• Four-year college degree (Finance, Business or Economics) preferred.
• 4–8 years of industry experience.
• Licensed as an investment adviser representative (RIA).
• Professional Financial Designation (CFP®, CFA, or MBA in Finance) preferred.
• Experience in fiduciary fee-only environment preferred.
• Experience with qualified plans preferred.

Responsibilities

• Provide best-in-class service to a select group of clients, with frequent communication.
• Develop new client relationships through networking.
• Grow business through retail custodial branches (e.g., Charles Schwab & Fidelity).
• Advise clients on wealth management, investment, and financial planning needs.
• Proactively communicate with clients and update financial plans as needed.
• Represent the firm in a positive, professional manner.
• Support team projects and firm policy improvements.

Skills

Client relationship management

Communication skills

Organization

Interpersonal skills

Sales-minded

Self-motivated

Teamwork

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Excel

PowerPoint

Outlook

Job description

Beacon Pointe Advisors in Columbia, MD seeks a Wealth Advisor to manage relationships with high-net-worth individuals and business owners. You will work with the Managing Director to deliver complex retirement and estate planning solutions, maintaining superior client service and retention.

The ideal candidate has 4–8 years of industry experience, financial designations (CFP®, CFA, or MBA in Finance) and holds an RIA license.