Senior Wealth Advisor Build a Practice

Beacon Pointe

San Diego, CA

JOB DETAILS
SKILLS
Customer Acquisition, Customer Relations, High Net Worth, Management Strategy, Registered Investment Advisor (RIA), Wealth Management
LOCATION
San Diego, CA
POSTED
3 days ago

Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high-net-worth clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus on client acquisition and asset growth. This position offers the opportunity to leverage extensive resources and support from one of the nation's largest Registered Investment Advisor firms based in California. For those interested in the wealth advisory industry, this is a unique chance to join a recognized firm with a strong reputation.#J-18808-Ljbffr

About the Company

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Beacon Pointe