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Senior Wealth Advisor: Client Portfolios & Strategies
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-24
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Sales
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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