Senior Wealth Advisor: Grow an Established HNW Book

hireneXus; Boston (MA); On-site; USD 150,000 - 240,000; Full time

Job summary

HireneXus, in partnership with a nationally recognized RIA, seeks a Senior Wealth Advisor to join the Greater Boston Area team. You will take over an existing book of business over a 24-month period, with strong internal support and referral channels to accelerate growth.

The ideal candidate is a CFP with 5+ years of client-facing experience, ready to establish long-term relationships and expand assets under management through personalized financial planning and collaborative solutions.

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

Client relationship management

Financial planning

Investment advisory

Business development

Education

Bachelor's degree in Finance/Business/Economics

CFP certification preferred

Tools

CFA designation preferred

CPWA/CIMA designations preferred

Job description

HireneXus, in partnership with a nationally recognized RIA, seeks a Senior Wealth Advisor to join the Greater Boston Area team. You will take over an existing book of business over a 24-month period, with strong internal support and referral channels to accelerate growth.

The ideal candidate is a CFP with 5+ years of client-facing experience, ready to establish long-term relationships and expand assets under management through personalized financial planning and collaborative solutions.