Senior Wealth Advisor

hireneXus; Miami (FL); On-site; USD 120,000 - 210,000; Full time

Job summary

HireneXus has partnered with a nationally recognized, rapidly growing RIA to recruit a Senior Wealth Advisor for the Miami area. This role focuses on delivering comprehensive financial planning and investment advice to high-net-worth individuals and families, leveraging in-house planning support and advanced wealth management resources.

The successful candidate will have 5+ years of RIA experience, strong relationship skills, and a drive to grow their practice and client assets.

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 (Finance, Business, Economics or related field 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

Self-starter

Education

Bachelor's degree

CFP/CFA designation preferred

Job description

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

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