Senior Wealth Advisor | Grow HNW Portfolios & Practice

hireneXus; Minneapolis (MN); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

HireneXus, partnered with a nationally recognized RIA, is seeking a Senior Wealth Advisor in the Minneapolis area. This role focuses on comprehensive financial planning for high-net-worth clients, with access to in-house planning support, investment solutions, and centralized operations.

The ideal candidate has 5+ years of experience in an RIA, strong relationship skills, and CFP/CFA (or similar) designations preferred.

Qualificações

• 5+ years of experience within an RIA.
• Proven success growing client relationships and assets under management.
• CFP, CFA, or other relevant professional designations preferred.
• Bachelor's degree required; Finance/Business/Economics related field preferred.

Responsabilidades

• 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 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.

Conhecimentos

Relationship management

Communication

Interpersonal skills

Self-starter

Formação académica

Bachelor's degree

CFP/CFA designation

Descrição da oferta de emprego

HireneXus, partnered with a nationally recognized RIA, is seeking a Senior Wealth Advisor in the Minneapolis area. This role focuses on comprehensive financial planning for high-net-worth clients, with access to in-house planning support, investment solutions, and centralized operations.

The ideal candidate has 5+ years of experience in an RIA, strong relationship skills, and CFP/CFA (or similar) designations preferred.