About this opportunity
Beacon Pointe lists this Senior Wealth Advisor — Build a High‑Net‑Worth Practice opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and develop long-term relationships with clients across locations nationwide. Candidates should have over 5 years of experience as a Financial Advisor or Wealth Advisor, a proven track record in client acquisition, and preferably hold designations such as CFP or CFA. This role emphasizes delivering tailored financial planning and investment advice, while collaborating with internal specialists to ensure integrated solutions.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.