Senior Wealth Advisor

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors' practice.Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.ResponsibilitiesBuild and manage a book of business by developing strong client relationships and providing best-in-class client experienceDeliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolveCollaborate with internal specialists to deliver integrated solutionsIdentify and pursue new business opportunities through referrals, networking, and strategic outreachQualifications5+ years of experience as a Financial Advisor or Wealth AdvisorProven track record of client acquisition and asset growthBackground in a wirehouse, independent broker-dealer, bank, or RIA environmentFinancial planning experience preferredCFP, CFA, or other professional designations preferredBachelor's degree in Finance, Business, Economics or related field preferredKey attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.#J-18808-Ljbffr