Senior Wealth Advisor for High-Net-Worth Clients

Beacon Pointe; Lake Elmo (MN); On-site; USD 120,000 - 180,000; Full time

Job summary

Beacon Pointe Advisors seeks experienced Senior Wealth Advisors to join our nationwide team. You will build and manage a book of business, delivering customized wealth management, financial planning, and investment advice for high‑net‑worth clients while coordinating with internal specialists to deliver integrated solutions.

Ideal candidates have 5+ years of advisory experience, a proven track record in client acquisition and asset growth, and a background in broker‑dealer/RIA environments.

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

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

Relationship building

Communication

Sales mindset

Education

Bachelor's degree in Finance/Business/Economics

CFP/CFA or other professional designations preferred

Job description

Beacon Pointe Advisors seeks experienced Senior Wealth Advisors to join our nationwide team. You will build and manage a book of business, delivering customized wealth management, financial planning, and investment advice for high‑net‑worth clients while coordinating with internal specialists to deliver integrated solutions.

Ideal candidates have 5+ years of advisory experience, a proven track record in client acquisition and asset growth, and a background in broker‑dealer/RIA environments.