Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors out of Plano, TX as a 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 client relationships, enhancing client retention with tailored 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
• Servicing and advising clients relative to their wealth management, investment, and financial planning needs
• Design and implement financial plans for clients
• Developing new client relationships through contacts and networking
• 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