Senior Wealth Strategist
We are currently seeking qualified candidates to join Beacon Pointe as a Senior Wealth Strategist in our Scottsdale, AZ office. As wealth managers we touch on all areas of clients’ financial lives. Services include comprehensive planning and advice, investment management and insurance and estate planning strategies.
A Senior Wealth Strategist helps advisors and the planning teams provide clients with solutions to help them preserve and transfer wealth and have plans in place to care for themselves as well as their assets on incapacity. A Senior Wealth Strategist works with our advisors and financial planners to help broaden relationships with existing clients, as well as developing/bringing new client relationships generally above $10M in assets under management. He or she works with the advisor or financial planner to assess goals, objectives, and determine the current situation of clients and prospects through a discovery process to determine the most appropriate planning offering but would not practice law in their capacity at Beacon Pointe. He or she would have experience in estate, chartable and wealth transfer planning plus be familiar with asset protection, business succession and insurance issues.
A Senior Wealth Strategist would also collaborate with the Strategic and Financial Planning Team to promote wealth management and an understanding of estate and wealth transfer planning within the firm and the public. He or she would provide estate and wealth transfer planning support as a subject-matter expert in these areas. A Senior Wealth Strategist would also be required to review and prepare diagrams where needed to explain how a estate planning documents including, wills, trusts and other entities work individually and in tandem.
- 2+ years of experience as a practicing estate attorney
- Some tax or wealth planning experience a plus.
Interested candidates please click on the following link to complete a brief assessment that is part of the application process. We suggest allowing 15 – 20 minutes to complete the assessment. Once you have completed it, you will see a button where you can add a resume to your profile. Please make sure and include your resume as well prior to completing the process. Click here to begin: http://bit.ly/BPSWSAz
About the Beacon Pointe Family of Companies
The Beacon Pointe family of companies, including Beacon Pointe Advisors and Beacon Pointe Wealth Advisors, oversees approximately $8 billion in assets under management (as of 3/31/18), with headquarters in Southern California and affiliate offices nationwide. As a 100% employee-owned company, Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
|Job Category||Financial Planning|