Senior Wealth Advisor
Beacon Pointe Advisors
Job Description
We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.
- We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
- With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
- Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.
Responsibilities
- Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
- Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
- Collaborate with internal specialists to deliver integrated solutions
- Identify and pursue new business opportunities through referrals, networking, and strategic outreach
Qualifications
- 5+ years of experience as a Financial Advisor or Wealth Advisor
- Proven track record of client acquisition and asset growth
- Background in a wirehouse, independent broker-dealer, bank, or RIA environment
- Financial planning experience preferred
- CFP®, CFA, or other professional designations preferred
- Bachelor’s degree in Finance, Business, Economics or related field preferred
- Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.
Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: .
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures .
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in San Francisco, CA vacancy
$70k - $200k
...Client Coverage, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire... ...management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to...SeniorFull timeWork at office$350k - $400k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ...planning and wealth management.Job Summary:The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...frameworks where there is limited precedent, and the person in this role will play a key part in developing them.We are looking for a Senior Associate to serve as a finance partner to Rippling's R&D organization. You will own the financial models that underpin our...SeniorWork at office3 days per week
$105.4k - $207.8k
...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 09/28/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation...SeniorLocal areaVisa sponsorship$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1b$119k
About the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners closely with cross-functional leaders across Marketing, Growth, Product, and Data to manage marketing budget, evaluate growth initiatives...SeniorFull timeWork at officeLocal areaRemote work$104.7k - $154k
...providing strategic insights on our business to understand past trends and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you'...SeniorHourly payWork at officeLocal areaRemote workFlexible hours$95.55k - $195.25k
...value aligned with the Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists...SeniorWork at officeLocal areaVisa sponsorship$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational...SeniorFull timeH1b$124k - $280k
...develop team members while fostering a collaborative and inclusive team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business and operational challenges and develop strategic, actionable...SeniorFull timeH1b$26 - $29 per hour
...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly payEast West Bank
San Francisco, CA3 days ago$10k
Ramp Strategic Finance Opportunity Ramp's Strategic Finance team sits at the center of how the company allocates its time and resources. We're hiring across three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and ...SeniorFull timeWork at officeHome officeRelocation packageFlexible hoursParibus (Ramp)
San Francisco, CA5 days ago$135k - $165k
...scalable systems, simplify complexity, and use AI and automation to amplify our impact. What We’re Looking For We are looking for a Senior Finance Associate to drive priorities across strategic finance, corporate development, and FP&A as Lightning AI scales. You will...SeniorWork at officeWork from homeFlexible hours2 days per weekLightning AI
San Francisco, CA2 days ago$260k - $365k
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. This position can be filled in any U.S. market where the Firm maintains an office, subject to business...SeniorFull timeTemporary workWork at officeFlexible hours$77k - $214k
...successful and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers,... ...you are expected to lead the way as technology-enabled tax advisors who provide significance through digitization, automation, and...SeniorFull timeH1bLocal area$110.7k - $218.3k
...face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with business...SeniorLocal areaVisa sponsorship$131k - $224k
About this role:Wells Fargo is seeking a Senior Commercial Banking Relationship Manager to join our Commercial Auto business. Learn about... ..., managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationshipsAct as an...SeniorFull timeWork experience placement$85.1k - $161.7k
...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise...SeniorFull timeWork experience placementInternshipLocal area$138k - $175k
...About The Role As a Strategic Finance Senior Associate, you will own the company’s end-to-end revenue forecast as we scale. You will model a dynamic revenue base shaped by customer usage, new GPU deployments, product mix, and other key business drivers, translating...SeniorFull timeContract work- Atoms is building the machines that power the next era of progress. Over the last decade, software has transformed the digital world. But the physical world, where food is made, minerals are mined, goods are moved, and industries are run, remains far less intelligent, far...Senior
$122.4k - $228k
...Wealth Management Relationship Manager Develops, manages, retains and grows profitable... ...with an objective of becoming their trusted advisor. Develops relationship with client's... ...needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPart timeShift workBmo
San Francisco, CA5 days ago- ...Job Description Job Description Senior Wealth Manager Presented by Rekroot on behalf of our client About the Firm Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals...SeniorRemote job
$120k - $250k
...0 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains... ...an objective of becoming their trusted advisor. Develops relationship with client's... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorContract workPart timeLocal areaShift workBank of Montreal
San Francisco, CA2 days ago$128k - $252.5k
...the opportunity to support finance integration and separation efforts that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance, accounting, and treasury priorities while...SeniorLocal area$125k - $150k
San Francisco, CaliforniaFinance (G&A) - Finance /US Full-time Salaried /On-siteSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over...SeniorFull time$77k - $202k
...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will collaborate with CEOs, CFOs, controllers, and treasurers to optimize finance functions and enhance their...SeniorFull timeH1b- ...value along the Finance Transformation journey.Recruiting for this role ends on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve the toughest client problems. From learning to leadership, this is...SeniorLocal areaVisa sponsorship
$77k - $202k
...the Finance Consulting team, you will lead the design and implementation of transformative finance solutions using OneStream. As a Senior Associate, you will analyze complex problems, mentor junior team members, and build meaningful client relationships while navigating...SeniorFull timeH1b$160.5k - $217.5k
...our Financial Planning and Analysis team. This role is a trusted advisor to functional leaders across the business, owning the end-to-... ...sensitivity analysis Expertise across G&A; experience partnering with senior functional leaders on budget strategy and investment decisions...SeniorContract workMixpanel
San Francisco, CA9 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
Related searches
- junior oracle financial functional consultant San Francisco, CA
- oracle cloud financials consultant San Francisco, CA
- senior wealth advisor San Francisco, CA
- associate corporate finance San Francisco, CA
- financial advisor development program San Francisco, CA
- associate leveraged finance San Francisco, CA
- financial planning assistant San Francisco, CA
- jde finance consultant San Francisco, CA
- senior financial advisor San Francisco, CA
- financial advisor part time San Francisco, CA