Senior Wealth Advisor

hireneXus; Los Angeles (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

HireneXus has partnered with a nationally recognized, rapidly growing RIA to add a Senior Wealth Advisor in the Los Angeles area. This role focuses on serving high-net-worth individuals and families with comprehensive planning and investment guidance.

You will collaborate with internal planning, investment, and wealth management specialists to deliver integrated client solutions, while growing a book of business through referrals and strategic development.

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.

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.

Skills

Relationship management

Financial planning

Communication

Interpersonal skills

Education

CFP, CFA, or other professional designations

Bachelor's degree in Finance, Business, Economics, or related field

Job description

HireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in Los Angeles 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, institutiona‑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 preferre

Job Responsibilities

HireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in Los Angeles 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, institutiona‑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 preferre

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Veteran Classifications

• Veteran classifications are defined as follows:
• A “disabled veteran” is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.
• A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran’s discharge or release from active duty in the U.S. military, ground, naval, or air service.
• An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
• An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
• Select all applicable Veteran classifications:
• • Disabled Veteran
  • Recently Separated Veteran
  • Active Wartime or Campaign Badge Veteran
  • Armed Forces Service Medal Veteran
  • I am a protected veteran, but I choose not to self‑identify the classifications to which I belong
  • I am NOT a protected veteran

Disability

• Do you have a disability?
• Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self‑identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

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