Senior Wealth Advisor for High‑Net‑Worth Clients & Growth

Beacon Pointe; Bloomfield Hills (MI); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Beacon Pointe Advisors is seeking Senior Wealth Advisors to join their nationwide team. You will cultivate high‑net‑worth client relationships, deliver comprehensive wealth management guidance, and partner with internal specialists to provide integrated financial solutions.

The role emphasizes a client‑first approach and professional development across markets. The ideal candidate brings 5+ years in wealth advising, a strong track record of growth, and credentials (CFP/CFA).

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.
• Strong communication, organizational, and interpersonal skills; team player and self‑starter.

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

Client acquisition

Asset growth

Financial planning

Communication

Education

Bachelor’s degree in Finance, Business, Economics or related field

CFP designation

CFA designation

Job description

Beacon Pointe Advisors is seeking Senior Wealth Advisors to join their nationwide team. You will cultivate high‑net‑worth client relationships, deliver comprehensive wealth management guidance, and partner with internal specialists to provide integrated financial solutions.

The role emphasizes a client‑first approach and professional development across markets. The ideal candidate brings 5+ years in wealth advising, a strong track record of growth, and credentials (CFP/CFA).