Senior Wealth Advisor

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

Job summary

HireneXus and a nationally recognized wealth advisory firm are seeking a Senior Wealth Advisor in the Miami area. You will build a robust book of business by serving high-net-worth individuals and families, delivering tailored financial planning and investment guidance.

The ideal candidate has 5+ years in an RIA, strong relationship-building skills, and prioritizes comprehensive planning. A CFP/CFA is preferred, with a Bachelor's in Finance, Business, Economics, or related field to qualify.

Qualifications

• 5+ years of experience at an RIA.
• Proven ability to grow client relationships and assets.
• CFP, CFA or equivalent designations highly 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.
• 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

Team collaboration

Business development

Education

Bachelor's degree in Finance/Business/Economics

CFP designation (preferred)

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