Senior Wealth Advisor

hireneXus; St. Louis (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

HireneXus has partnered with a nationally recognized, rapidly growing RIA to add a Senior Wealth Advisor in St. Louis, MO. This is a unique opportunity to take over an existing book of business over an 18-month period.

The firm provides advanced planning, investment and operations support, plus extensive referral channels to grow with. The ideal candidate is a CFP with 5+ years of client-facing experience, looking to join a role with an established foundation and room to develop new client

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 designations highly preferred (CPWA, CIMA, etc.).
• Bachelor's degree required; degrees in Finance, Business, Economics, or a related field is 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 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.

Skills

Relationship management

Client onboarding

High-net-worth experience

Financial planning

Education

CFP

CFA or CPWA/CIMA

Bachelor's degree in Finance, Business, Economics

Job description

HireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in St. Louis, MO.

This is a unique opportunity for an advisor to take over an existing book of business over an 18-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 an advisor that is growth oriented, focused on leading with financial planning, and 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 is preferred.