Senior Wealth Advisor

hireneXus; Boston (MA); On-site; USD 150,000 - 240,000; Full time

Job summary

HireneXus, in partnership with a nationally recognized RIA, seeks a Senior Wealth Advisor to join the Greater Boston Area team. You will take over an existing book of business over a 24-month period, with strong internal support and referral channels to accelerate growth.

The ideal candidate is a CFP with 5+ years of client-facing experience, ready to establish long-term relationships and expand assets under management through personalized financial planning and collaborative solutions.

Qualifications

• 5+ years of experience within an RIA.
• Experience leading client relationships is required.
• Experience with client transitions is preferred.
• Demonstrated success growing client relationships and increasing assets under management.
• CFP is highly preferred.
• CFA or other designations highly preferred (CPWA, CIMA, etc.).
• Bachelor's degree in Finance, Business, Economics, or a related field are preferred.

Responsibilities

• Take over an existing book of business by building lasting relationships with high-net-worth individuals and families.
• Continue to grow and develop new client relationships through referral channels and personal COI network.
• Deliver comprehensive financial planning and investment advice tailored to each client's goals and evolving financial needs.
• Partner with internal planning, investment, and wealth management specialists to provide integrated client solutions.
• Provide an exceptional client experience while serving as a trusted long-term advisor.

Skills

Client relationship management

Financial planning

Investment advisory

Business development

Education

Bachelor's degree in Finance/Business/Economics

CFP certification preferred

Tools

CFA designation preferred

CPWA/CIMA designations preferred

Job description

HireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Greater Boston Area.

This is a unique opportunity for an advisor to take over an existing book of business over a 24-month period. The firm has strong internal support teams (including advanced planning, investment, and operations teams) and also has access to numerous referral channels that this advisor can leverage. This is a tremendous long-term opportunity for a growth-oriented advisor that has the ability to successfully take over existing client relationships.

The ideal candidate is a CFP with at least 5 years of client-facing experience that is looking for an opportunity to come into a role that offers an established foundation with room to develop new client relationships.

Responsibilities

• Take over an existing book of business by building lasting relationships with high-net-worth individuals and families.
• Continue to grow and develop new client relationships through referral channels and personal COI network.
• Deliver comprehensive financial planning and investment advice tailored to each client's unique goals and evolving financial needs.
• Partner with internal planning, investment, and wealth management specialists to provide integrated client solutions.
• Provide an exceptional client experience while serving as a trusted long-term advisor.

Qualifications

• 5+ years of experience within an RIA.
• Experience leading client relationships is required.
• Experience with client transitions is preferred.
• Demonstrated success growing client relationships and increasing assets under management.
• CFP is highly preferred.
• CFA or other relevant professional designations highly preferred (CPWA, CIMA, etc.).
• Bachelor's degree required. Degrees in Finance, Business, Economics, or a related field are preferred.