Strategic Wealth Advisor High-Net-Worth Clients
Job in
Amherst, Hampshire County, Massachusetts, 01002, USA
Listed on 2026-07-19
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Beacon Pointe, a nationwide Registered Investment Advisor, seeks experienced Wealth Advisors to build long-term relationships with high-net-worth clients and develop personalized financial strategies.
Advisors collaborate with specialists to deliver integrated investment and planning solutions, leveraging Beacon Pointe’s platform. CFP®, CFA or related designations are preferred; a bachelor’s in Finance, Business or Economics is common among candidates.
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