Wealth Advisor - Path to Partnership with HNW Clients

hireneXus

Minneapolis (MN)

On-site

USD 90,000 - 110,000

Full time

17 hours ago

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Job summary

hireneXus in Minneapolis is seeking a Wealth Advisor CFP to join a growing national RIA. The role emphasizes business development and client relationship management, with a two-year path to partnership and succession planning opportunities.

You will be responsible for building a durable book of high-net-worth clients and delivering tailored financial planning and investment advice. You will collaborate with in-house planning, investment, and wealth management specialists to provide integrated

Qualifications

4+ years of experience in an RIA in a client-facing role.
Bachelor's Degree and CFP certification required.
Business development exposure is required.
Proficiency with financial planning tools, custodians, and CRMs.

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 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.