Senior Wealth Advisor — Build High-Impact Client Wealth

Beacon Pointe; Redmond (WA); On-site; USD 120,000 - 180,000; Full time

Job summary

Beacon Pointe Advisors is seeking experienced Senior Wealth Advisors to join our nationwide team with a focus on high-net-worth clients. You will provide comprehensive wealth management advice and build long-term client relationships, partnering with high-net-worth individuals and families to develop personalized financial strategies.

Leverage Beacon Pointe’s platform and back-office resources to deliver integrated solutions, while expanding your book of business through referrals and strategic

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.
• Financial planning experience preferred.
• CFP®, CFA, or other professional designations preferred.
• Bachelor’s degree in Finance, Business, Economics or related field preferred.
• Strong communication, organizational, and interpersonal skills; team player and self-starter.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best‑in‑class client experience
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
• Collaborate with internal specialists to deliver integrated solutions
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Skills

Client relationship management

Communication skills

Team collaboration

Self-starter / outgoing

Education

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

CFP/CFA or other professional designations preferred

Job description

Beacon Pointe Advisors is seeking experienced Senior Wealth Advisors to join our nationwide team with a focus on high-net-worth clients. You will provide comprehensive wealth management advice and build long-term client relationships, partnering with high-net-worth individuals and families to develop personalized financial strategies.

Leverage Beacon Pointe’s platform and back-office resources to deliver integrated solutions, while expanding your book of business through referrals and strategic