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

Beacon Pointe; Denver (CO); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships. This role requires at least 5 years of experience, a proven track record in client acquisition, and a background in financial advising. Successful candidates will excel in developing personalized financial strategies for high-net-worth individuals and families within an industry-leading platform. This position is based in various locations nationwide.

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.

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.

Skills

Client acquisition

Financial planning

Communication skills

Sales-minded

Networking

Education

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

Job description

Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships. This role requires at least 5 years of experience, a proven track record in client acquisition, and a background in financial advising. Successful candidates will excel in developing personalized financial strategies for high-net-worth individuals and families within an industry-leading platform. This position is based in various locations nationwide.