Wealth Advisor

hireneXus; Scottsdale (AZ); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Path to partnership

Referral network

In-house planning team

Job summary

hireneXus in Scottsdale is recruiting an ambitious wealth advisor for its nationally recognized RIA, which takes a planning-first approach and serves high-net-worth families. The role connects you to an in-house planning team, an extensive referral network, and institutional-caliber investment solutions to focus on client relationships rather than infrastructure.

This position is ideal for someone with a second-chair background ready to assume ownership, with a clear two-year path to partnership

Qualifications

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

Responsibilities

• Build and manage a book of business, developing lasting relationships with HNW and UHNW individuals and families.
• Deliver financial planning and investment advice tailored to each client's goals and changing circumstances.
• Work alongside the firm's internal planning, investment, and wealth management specialists to bring clients integrated solutions.
• Generate new business through referrals, networking, and your own business development efforts.
• Be a consistent, trusted presence for clients over the long haul.

Skills

Client relationships

Business development

Investment advice

Financial planning

Education

CFP designation

Bachelor's degree

Tools

Financial planning software

Custodian platforms

CRMs

Job description

A well-established, nationally-recognized RIA is looking to bring on an ambitious wealth advisor for its Scottsdale office. This firm takes a planning-first approach and works with high-net-worth and ultra-high-net-worth clients and families. Advisors here plug into an existing referral network, an in-house advanced planning team, institutional-caliber investment solutions, centralized operational support, and modern technology, so you can spend your time on clients rather than infrastructure.

This is a strong fit for someone who's spent time in a second-chair role and is ready to step into more ownership. You'll need at least four years of experience and a genuine interest in both growing a book of business and managing client relationships day to day. The firm offers a clear two-year path to partnership, with the potential to take part in succession planning further down the road.

What you'll do

• Build and manage a book of business, developing lasting relationships with HNW and UHNW individuals and families
• Deliver financial planning and investment advice tailored to each client's goals and changing circumstances
• Work alongside the firm's internal planning, investment, and wealth management specialists to bring clients integrated solutions
• Generate new business through referrals, networking, and your own business development efforts
• Be a consistent, trusted presence for clients over the long haul

What you'll bring

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

Compensation: $100,000 base salary, guaranteed for the first two years, with real upside beyond that as your book grows.