Beacon Pointe
Overview
Senior Wealth Advisor position at Beacon Pointe Advisors in Redmond, WA. The individual will work directly with the Managing Director and service sophisticated high net worth individuals and their families. The role involves managing new and existing client relationships and enhancing client retention with customized investment, retirement and estate planning solutions. Responsibilities
Providing a best-in-class service experience to a select group of clients, with frequent communication with clients and teammates, both verbally and in writing Developing new client relationships through contacts and networking Design and implement financial plans for clients Advise clients on wealth management, investment and financial planning needs Represent the firm in a positive and professional manner Participate in team projects and help with initiatives to streamline firm policies and procedures Qualifications
Four-year college degree (Bachelor’s Degree in Finance, Business or Economics preferred) CFP or CFA designation preferred At least five to seven years of industry experience Experience with qualified plans preferred Strong communication and presentation skills Ability to handle multiple tasks and complete in a timely manner Ability to work with a team, yet be a self-starter Proficient in Excel, PowerPoint and Outlook Excellent written and verbal communication, organization and interpersonal skills; able to excel in a fast-paced, team environment; outgoing, sales-minded, self-motivated and multi-faceted to help grow the business About Beacon Pointe Advisors
Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, advocating for a diverse group of clients including institutions, high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients are reflected in awards from Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
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Senior Wealth Advisor position at Beacon Pointe Advisors in Redmond, WA. The individual will work directly with the Managing Director and service sophisticated high net worth individuals and their families. The role involves managing new and existing client relationships and enhancing client retention with customized investment, retirement and estate planning solutions. Responsibilities
Providing a best-in-class service experience to a select group of clients, with frequent communication with clients and teammates, both verbally and in writing Developing new client relationships through contacts and networking Design and implement financial plans for clients Advise clients on wealth management, investment and financial planning needs Represent the firm in a positive and professional manner Participate in team projects and help with initiatives to streamline firm policies and procedures Qualifications
Four-year college degree (Bachelor’s Degree in Finance, Business or Economics preferred) CFP or CFA designation preferred At least five to seven years of industry experience Experience with qualified plans preferred Strong communication and presentation skills Ability to handle multiple tasks and complete in a timely manner Ability to work with a team, yet be a self-starter Proficient in Excel, PowerPoint and Outlook Excellent written and verbal communication, organization and interpersonal skills; able to excel in a fast-paced, team environment; outgoing, sales-minded, self-motivated and multi-faceted to help grow the business About Beacon Pointe Advisors
Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, advocating for a diverse group of clients including institutions, high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients are reflected in awards from Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
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