About this opportunity
Beacon Pointe lists this Senior Wealth Advisor — Build a High‑Net‑Worth Practice opportunity in newport beach, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term client relationships. The ideal candidate will have at least 5 years of relevant experience and a proven track record in client acquisition. The role involves delivering tailored financial strategies to high-net-worth individuals and families, combined with the resources and support from one of the largest RIAs in the U.S. Candidates with CFP or CFA designations are preferred, and a Bachelor's degree in a related field is required.
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Worksite address
newport beach, CA, 92659, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.