Senior Wealth Advisor - Dallas, TX

Beacon Pointe; Dallas (TX); Hybrid; USD 85,000 - 150,000; Full time

Benefits offered by this job

Access to a strategic platform

Centralized back-office services

Professional growth opportunities

Job summary

A leading wealth advisory firm in Dallas, Texas is seeking experienced Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role involves developing personalized financial strategies and delivering tailored investment advice. Candidates should have a proven track record in client acquisition and at least 5 years of relevant experience. The position offers access to top-tier resources and opportunities for professional growth.

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Strong communication and interpersonal skills.

Responsibilities

• Build and manage a book of business through strong client relationships.
• Deliver tailored financial planning and investment advice.
• Identify and pursue new business opportunities.

Skills

Client acquisition

Financial planning

Investment management

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance or related field

Tools

CRM software

Job description

About Beacon Pointe Advisors

Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary all WEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more.

Job Description

We are currently seeking experienced Wealth Advisors to join Beacon Pointe in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

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

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 experiencepreferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit www.beaconpointe.com.