Senior Wealth Advisor Impact Financial Strategy
Job in
Town of Florida, Montgomery County, New York, USA
Listed on 2026-10-14
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-10-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Location: Town of Florida
Beacon Pointe is seeking experienced Senior Wealth Advisors across various locations in the United States to provide comprehensive wealth management advice. Successful candidates will have over 5 years of experience, a strong track record of client acquisition, and preferred professional designations like CFP or CFA. The role emphasizes building long-term client relationships and delivering sophisticated financial planning. Join a leading firm recognized nationwide for its advisory services and be part of a dynamic and supportive team.
The Senior Wealth Advisor
- High-Impact Financial Strategy position in the Finance field is open for applications. Join Beacon Pointe and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. This posting is for the Senior Wealth Advisor
- High-Impact Financial Strategy role at Beacon Pointe, based in Town of Florida, NY, United States.
Position Requirements
10+ Years
work experience
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