UHNW Wealth Advisor – Planning-First, Growth & Referrals

hireneXus; Scottsdale (AZ); Sur place; USD 90 000 - 110 000; Plein temps

Résumé du poste

hireneXus is seeking a wealth advisor for its Scottsdale office to serve high-net-worth clients. The role emphasizes a planning-first approach, integrated solutions, and a strong referral network.

You will collaborate with an in-house planning team and investment specialists to deliver tailored strategies. The ideal candidate brings 4+ years in client-facing roles at an RIA, a Bachelor's degree, and CFP designation, with proven business development skills and experience using financial planning

Qualifications

• Bachelor's degree and CFP designation (required).
• 4+ years in a client-facing role at an RIA.
• Demonstrated business development experience.
• Comfort working with financial planning software, custodian platforms, and CRMs.

Responsabilités

• Build and manage a book of business with HNW and UHNW clients and families.
• Deliver financial planning and investment advice tailored to client goals.
• Collaborate with internal planning, investment, and wealth management teams for integrated solutions.
• Generate new business through referrals, networking, and personal business development.
• Be a trusted, long-term partner for clients.

Connaissances

Relationship building

Business development

Client-facing

Formation

Bachelor's degree

CFP designation

Outils

CRM

Financial planning software

Custodian platforms

Description du poste

hireneXus is seeking a wealth advisor for its Scottsdale office to serve high-net-worth clients. The role emphasizes a planning-first approach, integrated solutions, and a strong referral network.

You will collaborate with an in-house planning team and investment specialists to deliver tailored strategies. The ideal candidate brings 4+ years in client-facing roles at an RIA, a Bachelor's degree, and CFP designation, with proven business development skills and experience using financial planning