Senior Wealth Advisor for High-Net-Worth Clients

Beacon Pointe; Maryland; On-site; USD 110,000 - 160,000; Full time

Job summary

Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to partner with the Managing Director and serve sophisticated high-net-worth individuals, small business owners and families. You will manage new and existing client relationships, deepen retention, and deliver complex retirement and estate planning solutions.

In this role you will communicate frequently with clients and teammates, develop relationships through networking, and grow the business through custodial partners like

Qualifications

• Bachelor’s degree in Finance, Business or Economics preferred.
• 4–8 years of industry experience.
• CFP/CFA designation or MBA in Finance preferred.
• RIA license required.
• Experience in fiduciary fee-only environment preferred.
• Experience with qualified plans preferred.
• Strong communication and organizational skills.
• Proficient in Excel, PowerPoint and Outlook.
• Public Accounting experience is a plus.

Responsibilities

• Provide best-in-class service to a select group of clients.
• Develop new client relationships through networking.
• Grow business through custodial branches at Schwab & Fidelity.
• Advise on wealth management, investments and financial planning needs.
• Proactively communicate and update client financial plans.
• Represent the firm in a positive and professional manner.
• Participate in team projects and policy/procedure improvements.

Skills

Client relationships

Communication skills

Sales orientation

Multi-tasking

Finance knowledge

Education

Bachelor's Degree in Finance/Business/Economics

CFP or CFA designation

MBA in Finance

Tools

Excel

PowerPoint

Outlook

Job description

Beacon Pointe Advisors in Columbia, MD is seeking a Wealth Advisor to partner with the Managing Director and serve sophisticated high-net-worth individuals, small business owners and families. You will manage new and existing client relationships, deepen retention, and deliver complex retirement and estate planning solutions.

In this role you will communicate frequently with clients and teammates, develop relationships through networking, and grow the business through custodial partners like