Senior Wealth Advisor

Company: Beacon Pointe Advisors LLC
Location: Redmond
Posted on: June 4, 2025

Job Description:

Job Description

Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Redmond, WA office as a Senior Wealth Advisor. This individual will work directly with the Managing Director and will be dedicated to servicing sophisticated high net worth individuals and their families. The ideal candidate will be responsible for managing new and existing client relationships, 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. This entails 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.
Servicing and advising clients relative to their wealth management, investment, and financial planning needs
Representing the firm in a positive and professional manner
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.



Qualifications

Four-year college degree (Bachelor's Degree in Finance, Business or Economics is preferred)
CFP - or CFA designation (preferred)
At least five-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
Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our 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, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. For more information, please visit www.beaconpointe.com.

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