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

Beacon Pointe; San Diego (CA); On-site; USD 80,000 - 150,000; Full time

Job summary

Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus on client acquisition and asset growth. This position offers the opportunity to leverage extensive resources and support from one of the nation's largest Registered Investment Advisor firms based in California. For those interested in the wealth advisory industry, this is a unique chance to join a recognized firm with a strong reputation.

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

Skills

Client acquisition

Financial planning

Excellent communication

Interpersonal skills

Organization

Education

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

CFP, CFA, or other professional designations

Job description

Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus on client acquisition and asset growth. This position offers the opportunity to leverage extensive resources and support from one of the nation's largest Registered Investment Advisor firms based in California. For those interested in the wealth advisory industry, this is a unique chance to join a recognized firm with a strong reputation.