Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Waltham, MA as a Senior Wealth Advisor.  The ideal candidate will be responsible for effectively attaining new clients both organically and non-organically through the proven referral channels of the retail branches of Charles Schwab, Fidelity and TD Ameritrade.  This position also 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
• Developing business through retail custodial branches at Charles Schwab, Fidelity, and TD Ameritrade
• 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.