Senior Wealth Advisor

hireneXus; Charleston (SC); On-site; USD 100,000 - 170,000; Full time

Job summary

HireneXus partners with a nationally recognized wealth management firm to recruit a Senior Wealth Advisor for the Charleston, SC area. This role emphasizes planning-first guidance to serve high-net-worth individuals and families, backed by in-house planning support, institutional-quality investment solutions, centralized operations, and advanced technology.

The ideal candidate brings 5+ years of experience, exceptional relationship management, and a proactive, collaborative approach to grow both

Qualifications

• 5+ years of experience within an RIA.
• Proven ability to grow client relationships and assets under management.
• CFP, CFA, or other relevant designations preferred.
• Bachelor's degree in Finance, Business, Economics, or related field.

Responsibilities

• Develop and manage a book of business by building lasting relationships with high-net-worth individuals and families.
• 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.
• Identify and cultivate new business opportunities through referrals, networking, and strategic business development efforts.
• Provide an exceptional client experience while serving as a trusted long‑term advisor.

Skills

Relationship management

Financial planning

Client acquisition

High-net-worth knowledge

Education

CFP or CFA

Bachelor's degree

Job description

HireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Charleston, SC area.

This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that is designed to help advisors serve high-net-worth individuals and families. This individual with have access to numerous existing referral channels, in-house advanced planning team support, institutional-quality investment solutions, centralized operational support, and advanced technology.

The ideal candidate has at least 5 years of experience, strong relationship management skills, and prioritizes comprehensive financial planning. They are a self-starter with excellent communication and interpersonal skills, thrive in a collaborative environment, and are motivated to grow both their practice and their clients' financial success.

Responsibilities

• Develop and manage a book of business by building lasting relationships with high-net-worth individuals and families.
• 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.
• Identify and cultivate new business opportunities through referrals, networking, and strategic business development efforts.
• Provide an exceptional client experience while serving as a trusted long‑term advisor.

Qualifications

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