Senior Wealth Advisor: Growth & Legacy Planning

Beacon Pointe; Winter Park (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

Beacon Pointe is seeking experienced Senior Wealth Advisors in Winter Park, FL, to provide comprehensive wealth management advice and build client relationships. The role involves delivering tailored financial strategies for high-net-worth individuals. Candidates should have over 5 years of experience as Financial Advisors, a proven track record in client acquisition, and preferably hold professional designations such as CFP® or CFA. Competitive compensation includes a robust support platform and resources to enhance client service.

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Financial planning experience preferred.

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

Sales skills

Communication

Interpersonal skills

Education

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

Job description

Beacon Pointe is seeking experienced Senior Wealth Advisors in Winter Park, FL, to provide comprehensive wealth management advice and build client relationships. The role involves delivering tailored financial strategies for high-net-worth individuals. Candidates should have over 5 years of experience as Financial Advisors, a proven track record in client acquisition, and preferably hold professional designations such as CFP® or CFA. Competitive compensation includes a robust support platform and resources to enhance client service.