Full-Time
Scottsdale, Arizona
Posted 5 months ago

Title

Senior Wealth Strategist

Location

Scottsdale, AZ

Job Description

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.

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 their estates as well as themselves in the event of incapacity. A Senior Wealth Strategist would have experience in estate, chartable and wealth transfer planning plus be familiar with asset protection, business succession and insurance issues.

In this role the Senior Wealth Strategist works with our advisors and financial planners to help broaden relationships with existing clients, as well as develop new client relationships, generally with prospects with $10M or more in investable assets.  In this role the Senior Wealth Strategist would be able to explain the importance of coordination of a high-net worth client’s investments and estate plan, make recommendations to simplify or improve a client’s estate plan, diagram a client’s plan and facilitate family meetings. He or she would be also be comfortable representing our firm with prospects, clients, centers of influence and in speaking at industry events.

Required Qualifications:

  • Minimum two years’ experience as a practicing estate attorney
  • Five years minimum combined experience either as an estate attorney or working in-house in wealth management

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

As a fiduciary, Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions, 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 Features

Job CategoryFinancial Planning

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