Beacon Pointe is seeking experienced Senior Wealth Advisors in Winter Park, FL, to provide comprehensive wealth management advice and build client relationships. The role involves delivering tailored financial strategies for high-net-worth individuals. Candidates should have over 5 years of experience as Financial Advisors, a proven track record in client acquisition, and preferably hold professional designations such as CFP® or CFA. Competitive compensation includes a robust support platform and resources to enhance client service.
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Senior Wealth Advisor: Growth & Legacy Planning in winter park at Unknown Company
This position is listed as full time and onsite.