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Senior Wealth Advisor — Build ‑Net‑Worth Practice
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-05-20
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role emphasizes financial planning and investment strategies tailored for high-net-worth individuals.
Ideal candidates should have a background in financial advising with proven success in client acquisition. A Bachelor's degree in a relevant field and professional certifications like CFP or CFA are preferred. Join a recognized leader in the advisory services sector.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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