Senior Wealth Advisor – Santa Barbara, CA

Senior Wealth Advisor – Santa Barbara, CA

Title

Senior Wealth Advisor

Location

Santa Barbara, CA

Job Description

We are currently looking for qualified candidates to join our Beacon Pointe Wealth Advisors Santa Barbara office as a Senior Wealth Advisor.  The ideal candidate will be responsible for effectively attaining and managing new client relationships, sourced both organically and non-organically through relationships with custodial partners.  This individual would work directly in conjunction with the Managing Director and paly an integral role in growing our private client business focused on servicing high net worth individuals and their families.

Specific responsibilities include, but are not limited to:

  • Developing new client relationships through contacts and networking
  • Developing business through retail custodial branches
  • Servicing and advising clients relative to their wealth management and investment needs
  • Representing the firm in a positive and professional manner

Qualifications

  • Four-year college degree (Bachelors degree in Finance, Business or Economics is preferred)
  • CFP® or CFA designation (preferred)
  • At least three years of industry experience
  • Strong communication and presentation skills
  • Ability to handle multiple tasks and complete in a timely manner
  • Ability to work with a team, yet be a self starter
  • Proficient in Excel, PowerPoint and Outlook

Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

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 to include your resume as well prior to completing the process.  Click here to begin: http://bit.ly/BPSWASB

About the Beacon Pointe Family of Companies

Beacon Pointe Wealth Advisors is a national enterprise building partnership dedicated to helping wealth managers/advisors grow their businesses throughout the country. Through shared ownership and affiliation with Beacon Pointe Advisors, one of the nation’s largest independent Registered Investment Advisors (RIAs),Beacon Pointe Wealth Advisors is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families.  Beacon Pointe Advisors and Beacon Pointe Wealth Advisors have over $8.5 billion in combined assets under management (as of 12/31/16). For more information on Beacon Pointe Wealth Advisors, please visit www.bpwealthadvisors.com. For more about Beacon Pointe Advisors, visit www.bpadvisors.com.

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