Senior Wealth Advisor — Build a High‑Net‑Worth Practice

Beacon Pointe; Charleston (SC); On-site; USD 90,000 - 150,000; Full time

Job summary

Beacon Pointe is searching for experienced Senior Wealth Advisors to join their team across various locations in the United States. The position focuses on providing comprehensive wealth management advice, building long-term client relationships, and delivering personalized financial strategies.

Successful candidates should have over 5 years of experience, a strong track record in client acquisition, and hold a Bachelor's degree in a relevant field. Beacon Pointe offers a strategic platform supporting its advisors with back-office services and resources for optimal client service.

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.
• Deliver sophisticated financial planning and investment advice tailored to client goals.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals and networking.

Skills

Client acquisition

Financial planning

Interpersonal skills

Sales mindset

Education

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

Job description

Beacon Pointe is searching for experienced Senior Wealth Advisors to join their team across various locations in the United States. The position focuses on providing comprehensive wealth management advice, building long-term client relationships, and delivering personalized financial strategies.

Successful candidates should have over 5 years of experience, a strong track record in client acquisition, and hold a Bachelor's degree in a relevant field. Beacon Pointe offers a strategic platform supporting its advisors with back-office services and resources for optimal client service.