Senior Wealth Advisor for High-Net-Worth Clients

Beacon Pointe Advisors LLC; Columbia (MD); On-site; USD 90,000 - 160,000; Full time

Job summary

Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to work directly with the Managing Director and service sophisticated high-net-worth individuals and families. The ideal candidate will manage new and existing client relationships, delivering retirement and estate planning solutions to enhance retention.

The role emphasizes proactive communication, comprehensive financial planning, and a collaborative, team-oriented environment within a leading Registered Investment Advisor firm.

Qualifications

• Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred).
• 4-8 years of industry experience.
• Professional Financial Designation (CFP® or CFA, or MBA in Finance designations preferred).
• Licensed as an investment advisor representative (RIA).
• Experience managing client relationships in a fiduciary fee-only environment preferred.
• Experience with qualified plans preferred.

Responsibilities

• Providing a best-in-class service experience for a select group of clients. This entails frequent communication with clients and teammates, both verbally and in writing.
• Developing new client relationships through contacts and networking.
• Developing business through retail custodial branches at Charles Schwab & Fidelity.
• Servicing and advising clients relative to their wealth management, investment, and financial planning needs.
• Proactively communicating with clients and following up on the implementation of the advice given and updating and maintaining the client’s financial plans.
• Representing the firm in a positive and professional manner.
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Skills

Client relationship management

Sales aptitude

Communication

Team collaboration

Education

Bachelor’s Degree in Finance/Business/Economics

CFP

CFA

MBA in Finance

RIA license

Tools

Excel

PowerPoint

Outlook

Job description

Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to work directly with the Managing Director and service sophisticated high-net-worth individuals and families. The ideal candidate will manage new and existing client relationships, delivering retirement and estate planning solutions to enhance retention.

The role emphasizes proactive communication, comprehensive financial planning, and a collaborative, team-oriented environment within a leading Registered Investment Advisor firm.