Senior Wealth Advisor — Planning-First, HNW Growth

hireneXus

Dallas (TX)

On-site

USD 100,000 - 160,000

Full time

14 days+

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Job summary

hireneXus, a growing RIA with a nationwide presence in the Dallas–Fort Worth area, seeks a mid-career advisor to develop and manage a book of high-net-worth clients. You will deliver comprehensive financial planning and investment advice while partnering with specialization teams to provide integrated solutions.

The role emphasizes business development and client management, with a clear two-year path to partnership and long-term growth within the firm.

Qualifications

4+ years of experience in an RIA in a client facing role.
Bachelor's Degree and CFP certification 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 goals and 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.