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

Beacon Pointe; Fort Snelling Unorganized Territory (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

Beacon Pointe in the United States seeks experienced Senior Wealth Advisors to provide comprehensive wealth management and build long-term relationships with high-net-worth clients. Responsibilities include managing client relationships, delivering tailored financial strategies, and pursuing new business opportunities.

The ideal candidate has over 5 years of experience as a Financial Advisor, excellent communication skills, and a strong sales mindset. Professional designations like CFP or CFA are preferred. Join one of the largest RIAs in the nation, leveraging an industry-leading platform.

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 designations preferred.

Responsibilities

• Build and manage a book of business with strong client relationships.
• Deliver sophisticated financial planning and investment advice.
• Collaborate with internal specialists for integrated solutions.
• Identify and pursue new business opportunities.

Skills

Client acquisition

Financial planning

Sales-mindset

Excellent communication

Education

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

Job description

Beacon Pointe in the United States seeks experienced Senior Wealth Advisors to provide comprehensive wealth management and build long-term relationships with high-net-worth clients. Responsibilities include managing client relationships, delivering tailored financial strategies, and pursuing new business opportunities.

The ideal candidate has over 5 years of experience as a Financial Advisor, excellent communication skills, and a strong sales mindset. Professional designations like CFP or CFA are preferred. Join one of the largest RIAs in the nation, leveraging an industry-leading platform.