Beacon Pointe · 2 days ago
Senior Wealth Advisor - Dallas, TX
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expBeacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients. They are currently seeking experienced Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients.
Financial Services
Responsibilities
Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
Collaborate with internal specialists to deliver integrated solutions
Identify and pursue new business opportunities through referrals, networking, and strategic outreach
Qualification
Required
5+ years of experience as a Financial Advisor or Wealth Advisor
Proven track record of client acquisition and asset growth
Background in a wirehouse, independent broker-dealer, bank, or RIA environment
Preferred
Financial planning experience preferred
CFP®, CFA, or other professional designations preferred
Bachelor's degree in Finance, Business, Economics or related field preferred
Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter
We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business
Company
Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shannon Eusey
CEO and Co-Founder
Garth Flint
Partner and Co-Founder
Company data provided by crunchbase