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

Beacon Pointe; Newport Beach (CA); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term client relationships. The ideal candidate will have at least 5 years of relevant experience and a proven track record in client acquisition. The role involves delivering tailored financial strategies to high-net-worth individuals and families, combined with the resources and support from one of the largest RIAs in the U.S. Candidates with CFP or CFA designations are preferred, and a Bachelor's degree in a related field is required.

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.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities.

Skills

Client acquisition

Financial planning experience

Excellent communication skills

Organization skills

Interpersonal skills

Education

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

CFP, CFA, or other professional designations

Job description

Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term client relationships. The ideal candidate will have at least 5 years of relevant experience and a proven track record in client acquisition. The role involves delivering tailored financial strategies to high-net-worth individuals and families, combined with the resources and support from one of the largest RIAs in the U.S. Candidates with CFP or CFA designations are preferred, and a Bachelor's degree in a related field is required.