Senior Wealth Advisor

Beacon Pointe; Fort Worth (TX); In loco; USD 100.000 - 150.000; Tempo pieno

Descrizione del lavoro

Beacon Pointe is seeking experienced Senior Wealth Advisors in Fort Worth, Texas, to provide wealth management advice and cultivate long-term client relationships. Senior Wealth Advisors collaborate with high-net-worth individuals, developing personalized financial strategies aligned with client goals.

The ideal candidate will possess 5+ years of experience in the industry and a background in financial planning, with preferred certifications such as CFP® or CFA. This role offers a comprehensive platform supported by expert back-office services.

Competenze

• 5+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• CFP®, CFA, or other professional designations preferred.

Mansioni

• Build and manage a book of business by developing strong client relationships.
• Deliver sophisticated financial planning and investment advice tailored to client goals.
• Identify and pursue new business opportunities through referrals and networking.

Conoscenze

Communication skills

Client relationship management

Financial planning

Sales-oriented mindset

Formazione

Bachelor’s degree in Finance, Business, or Economics

Descrizione del lavoro

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior 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 the most 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.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

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.