Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our San Jose, California office as a Senior Wealth Advisor with an emphasis on both business development and advising clients.  The ideal candidate will be responsible for effectively attaining new wealth management clients and servicing ongoing client relationships.  This position works in conjunction with a team of wealth management and financial planning professionals dedicated to servicing sophisticated high net worth individuals and their families.

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
• 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.