Senior Wealth Advisor: Growth & Legacy Planning
beacon pointeWinter Park, FL
Senior Wealth Advisor: Growth & Legacy Planning
beacon pointeWinter Park, FL
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Winter Park, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)