About this opportunity
Beacon Pointe lists this Senior Wealth Advisor: Growth & Legacy Planning opportunity in winter park, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Beacon Pointe is seeking experienced Senior Wealth Advisors in Winter Park, FL, to provide comprehensive wealth management advice and build client relationships. The role involves delivering tailored financial strategies for high-net-worth individuals. Candidates should have over 5 years of experience as Financial Advisors, a proven track record in client acquisition, and preferably hold professional designations such as CFP® or CFA. Competitive compensation includes a robust support platform and resources to enhance client service.
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Worksite address
winter park, FL, 32792, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.