Senior Wealth Advisor ‑Net‑Worth Clients
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-15
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Beacon Pointe is seeking experienced Senior Wealth Advisors in Seattle to provide comprehensive wealth management advice and build long-term relationships with clients. Ideal candidates have over 5 years of experience, a proven track record in client acquisition, and a degree in finance or related fields. Candidates with CFP or CFA designations are preferred. The position focuses on delivering tailored financial strategies and requires excellent communication, interpersonal skills, and a sales-minded approach.
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Position Requirements
10+ Years
work experience
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