Wealth Advisor: Path to Partnership & HNW Growth

hireneXus; Minneapolis (MN); On-site; USD 90,000 - 110,000; Full time

Job summary

hireneXus in Minneapolis is seeking a mid-career financial advisor to join a growing RIA with a national presence, planning-first approach, serving high-net-worth clients. The role offers access to in-house advanced planning and institutional-quality investment solutions.

Ideal candidate has 4+ years in a client-facing RIA role, holds a Bachelor's degree and CFP, and is interested in business development and client relationships, with long-term growth toward partnership and succession planning.

Qualifications

• 4+ years of experience within an RIA in a client facing role.
• Bachelor's Degree and CFP 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 unique goals and evolving financial 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.

Skills

Client relationship management

Business development

Communication skills

Education

Bachelor's Degree

CFP

Tools

Financial planning tools

CRMs

Custodian platforms

Job description

hireneXus in Minneapolis is seeking a mid-career financial advisor to join a growing RIA with a national presence, planning-first approach, serving high-net-worth clients. The role offers access to in-house advanced planning and institutional-quality investment solutions.

Ideal candidate has 4+ years in a client-facing RIA role, holds a Bachelor's degree and CFP, and is interested in business development and client relationships, with long-term growth toward partnership and succession planning.