Senior Wealth Advisor — Planning-First, HNW Growth

hireneXus; Dallas (TX); Vor Ort; USD 100.000 - 160.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client relationship management

Business development

Communication skills

Ausbildung

CFP certification

Bachelor's Degree

Tools

Financial planning tools

Custodian platforms

CRM software

Jobbeschreibung

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.