Senior Wealth Advisor — Elite Client Growth & Strategy

Beacon Pointe; Redmond (WA); On-site; USD 120,000 - 190,000; Full time

Job summary

Beacon Pointe Advisors is seeking experienced Senior Wealth Advisors to join our nationwide team. You will build and manage a book of business, delivering comprehensive wealth management and personalized financial strategies for high-net-worth clients.

The role collaborates with internal specialists to deliver integrated solutions, leveraging a leading platform and support from Beacon Pointe’s resources. A strong track record in client acquisition and asset growth is 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 environment.
• Financial planning experience preferred.

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.

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. You will build and manage a book of business, delivering comprehensive wealth management and personalized financial strategies for high-net-worth clients.

The role collaborates with internal specialists to deliver integrated solutions, leveraging a leading platform and support from Beacon Pointe’s resources. A strong track record in client acquisition and asset growth is essential.