Senior Wealth Advisor: Grow Client Portfolios & Strategies

Beacon Pointe; Plano (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Beacon Pointe is looking for experienced Senior Wealth Advisors to join our team in Plano, Texas. In this role, you will provide comprehensive wealth management advice to high-net-worth individuals and families, developing personalized strategies to optimize their wealth.

You will need over 5 years of experience in the financial advisory field, along with a strong track record in client acquisition. Excellent communication and organization skills are essential to succeed in this position.

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.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals and networking.

Skills

Client relationship management

Financial planning

Communication skills

Sales skills

Education

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

Job description

Beacon Pointe is looking for experienced Senior Wealth Advisors to join our team in Plano, Texas. In this role, you will provide comprehensive wealth management advice to high-net-worth individuals and families, developing personalized strategies to optimize their wealth.

You will need over 5 years of experience in the financial advisory field, along with a strong track record in client acquisition. Excellent communication and organization skills are essential to succeed in this position.