Senior Wealth Advisor: Grow Client Portfolios & Strategies

Beacon Pointe; Boston (MA); On-site; USD 85,000 - 120,000; Full time

Job summary

Beacon Pointe, located in Boston, is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role focuses on high-net-worth individuals and families, developing personalized financial strategies.

Ideal candidates should possess a strong background in financial advising, with at least 5 years of experience. Knowledge of financial planning, client acquisition, and a Bachelor's degree in relevant fields are preferred. The role offers opportunities to work with industry-leading tools and platforms.

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.

Responsibilities

• Build and manage a book of business by developing strong client relationships.
• Deliver sophisticated financial planning and investment advice tailored to client goals.
• Identify and pursue new business opportunities through referrals and networking.

Skills

Client acquisition

Financial planning

Excellent communication

Sales-minded

Team collaboration

Education

Bachelor’s degree in Finance

CFP® or CFA

Job description

Beacon Pointe, located in Boston, is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role focuses on high-net-worth individuals and families, developing personalized financial strategies.

Ideal candidates should possess a strong background in financial advising, with at least 5 years of experience. Knowledge of financial planning, client acquisition, and a Bachelor's degree in relevant fields are preferred. The role offers opportunities to work with industry-leading tools and platforms.