Senior Wealth Advisor: HNW Growth & Partnership Path

hireneXus; San Diego (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

hireneXus in San Diego is seeking a mid-career advisor to join a growing national RIA with a planning-first focus serving high-net-worth clients. The firm offers referral channels, in-house planning support, institutional-quality investment solutions, and centralized operations and technology.

Ideal candidate has 4+ years in an RIA client-facing role, interest in business development and relationship management, and readiness to lead relationships.

Qualifications

• 4+ years of experience within an RIA in a client facing role.
• Bachelor's Degree and CFP required.
• Proficiency with financial planning tools, custodian platforms, CRMs, etc.

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.

Skills

Client relationship management

Business development

Education

Bachelor's Degree

CFP certification

Tools

Financial planning tools

Custodian platforms

CRMs

Job description

hireneXus in San Diego is seeking a mid-career advisor to join a growing national RIA with a planning-first focus serving high-net-worth clients. The firm offers referral channels, in-house planning support, institutional-quality investment solutions, and centralized operations and technology.

Ideal candidate has 4+ years in an RIA client-facing role, interest in business development and relationship management, and readiness to lead relationships.