Senior Wealth Advisor for High‑Net‑Worth Growth

Beacon Pointe; Akron (OH); On-site; USD 120,000 - 230,000; Full time

Job summary

Beacon Pointe Advisors is seeking an experienced Senior Wealth Advisor 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.

You will collaborate with internal specialists to deliver integrated solutions, pursue new opportunities through referrals and networking, and help clients achieve their long-term goals with a client‑first approach.

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor.
• Background in a wirehouse, independent broker‑dealer, bank, or RIA environment.
• 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 management

Asset growth strategy

Financial planning

Communication skills

Sales mindset

Education

Bachelor's degree in Finance

CFP designation

CFA designation

Tools

CRM systems

Investment platforms

Job description

Beacon Pointe Advisors is seeking an experienced Senior Wealth Advisor 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.

You will collaborate with internal specialists to deliver integrated solutions, pursue new opportunities through referrals and networking, and help clients achieve their long-term goals with a client‑first approach.