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

Beacon Pointe; Sarasota (FL); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and develop long-term relationships with clients. The role focuses on partnering with high-net-worth individuals to create personalized financial strategies and leverage the firm's extensive resources. Candidates should have 5+ years of relevant experience and preferred designations such as CFP or CFA. This position offers an opportunity to join one of the largest RIAs in the country, with an emphasis on client acquisition and asset growth.

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.

Responsabilités

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

Connaissances

Client acquisition

Financial planning

Communication skills

Interpersonal skills

Sales-minded

Formation

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

CFP, CFA, or other professional designations

Description du poste

Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and develop long-term relationships with clients. The role focuses on partnering with high-net-worth individuals to create personalized financial strategies and leverage the firm's extensive resources. Candidates should have 5+ years of relevant experience and preferred designations such as CFP or CFA. This position offers an opportunity to join one of the largest RIAs in the country, with an emphasis on client acquisition and asset growth.