About this opportunity
Beacon Pointe lists this Senior Wealth Advisor: Grow Client Portfolios & Strategies opportunity in plano, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beacon Pointe is looking for experienced Senior Wealth Advisors to join our team in Plano, Texas. In this role, you will provide comprehensive wealth management advice to high-net-worth individuals and families, developing personalized strategies to optimize their wealth.
You will need over 5 years of experience in the financial advisory field, along with a strong track record in client acquisition. Excellent communication and organization skills are essential to succeed in this position.
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Worksite address
plano, TX, 75086, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.