Senior Wealth Advisor — Grow with an Established Book (CFP)

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 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