Senior Wealth Advisor - Planning-First for HNW Families

hireneXus; Charleston (SC); On-site; USD 100,000 - 170,000; Full time

Job summary

HireneXus partners with a nationally recognized wealth management firm to recruit a Senior Wealth Advisor for the Charleston, SC area. This role emphasizes planning-first guidance to serve high-net-worth individuals and families, backed by in-house planning support, institutional-quality investment solutions, centralized operations, and advanced technology.

The ideal candidate brings 5+ years of experience, exceptional relationship management, and a proactive, collaborative approach to grow both

Qualifications

• 5+ years of experience within an RIA.
• Proven ability to grow client relationships and assets under management.
• CFP, CFA, or other relevant designations preferred.
• Bachelor's degree in Finance, Business, Economics, or related field.

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 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

Relationship management

Financial planning

Client acquisition

High-net-worth knowledge

Education

CFP or CFA

Bachelor's degree

Job description

HireneXus partners with a nationally recognized wealth management firm to recruit a Senior Wealth Advisor for the Charleston, SC area. This role emphasizes planning-first guidance to serve high-net-worth individuals and families, backed by in-house planning support, institutional-quality investment solutions, centralized operations, and advanced technology.

The ideal candidate brings 5+ years of experience, exceptional relationship management, and a proactive, collaborative approach to grow both