Beacon Pointe Advisors
Senior Wealth Advisor for High‑Net‑Worth Clients
Beacon Pointe Advisors, Bellevue, Washington, us, 98009
A leading investment advisory firm in Bellevue, WA is seeking a Wealth Advisor to manage and enhance client relationships with high-net-worth individuals and families. Applicants should have 8-10 years of relevant experience, preferably holding a Bachelor's Degree in Finance, Business, or Economics, along with a professional financial designation like CFP® or CFA. The ideal candidate will demonstrate excellent communication and organizational skills, and be adept at service and relationship management in a dynamic team environment.
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