Wealth Advisor: Lead Clients & Grow Your Book

hireneXus; Fort Lauderdale (FL); On-site; USD 90,000 - 110,000; Full time

Job summary

hireneXus in Fort Lauderdale is seeking a mid-career advisor to lead client relationships rather than support them. The growing RIA serves high-net-worth families and offers an infrastructure to grow: established referrals, an advanced planning team, and modern technology.

You will grow and manage your own book, deliver comprehensive financial planning and investment guidance, collaborate with planning and wealth management teams, and develop business through your network.

Qualifications

• 4+ years of client-facing experience within an RIA or similar firm.
• Bachelor's degree and CFP certification are required.
• Track record in business development is desirable.
• Familiarity with financial planning tools, custodian platforms and CRM.

Responsibilities

• Grow and manage your own book of high-net-worth clients.
• Deliver comprehensive, personalized financial planning and investment guidance.
• Collaborate with planning, investment and wealth management teams on integrated solutions.
• Bring in new business through your network and referrals.
• Act as a dependable, long-term advisor for clients.

Skills

Client-facing experience

Business development

Financial planning tools familiarity

CRM systems

Education

Bachelor's degree

CFP

Job description

hireneXus in Fort Lauderdale is seeking a mid-career advisor to lead client relationships rather than support them. The growing RIA serves high-net-worth families and offers an infrastructure to grow: established referrals, an advanced planning team, and modern technology.

You will grow and manage your own book, deliver comprehensive financial planning and investment guidance, collaborate with planning and wealth management teams, and develop business through your network.