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Senior Wealth Advisor Legacy Planning
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-05-09
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-05-09
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Beacon Pointe is seeking experienced Senior Wealth Advisors in Winter Park, FL, to provide comprehensive wealth management advice and build client relationships. The role involves delivering tailored financial strategies for high-net-worth individuals. Candidates should have over 5 years of experience as Financial Advisors, a proven track record in client acquisition, and preferably hold professional designations such as CFP® or CFA.
Competitive compensation includes a robust support platform and resources to enhance client service.
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Position Requirements
10+ Years
work experience
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