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

Beacon Pointe; Scottsdale (AZ); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Beacon Pointe in Arizona is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice. This role requires building long-term relationships with clients, partnering with high-net-worth individuals and families, and leveraging a strategic platform.

The ideal candidate has over 5 years of experience, a strong track record in client acquisition, and relevant qualifications like CFP or CFA. Excellent communication and organizational skills are essential.

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.

Responsibilities

• Build and manage a book of business through strong client relationships.
• Deliver financial planning and investment advice tailored to client's needs.
• Collaborate with internal specialists for integrated solutions.

Skills

Client acquisition

Financial planning

Communication

Organizational skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, Economics

Job description

Beacon Pointe in Arizona is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice. This role requires building long-term relationships with clients, partnering with high-net-worth individuals and families, and leveraging a strategic platform.

The ideal candidate has over 5 years of experience, a strong track record in client acquisition, and relevant qualifications like CFP or CFA. Excellent communication and organizational skills are essential.