Career Opportunity
Senior Wealth Advisor
Category
Wealth Management - Client Facing
Location
St. Louis, Missouri
Salary
$125,000 - $175,000
Job Reference
247170
Senior Wealth Advisor
HireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in St. Louis, MO.
This is a unique opportunity for an advisor to take over an existing book of business over an 18-month period. The firm has strong internal support teams (including advanced planning, investment, and operations teams) and also has access to numerous referral channels that this advisor can leverage. This is a tremendous long-term opportunity for an advisor that is growth oriented, focused on leading with financial planning, and has the ability to successfully take over existing client relationships.
The ideal candidate is a CFP with at least 5 years of client facing experience that is looking for an opportunity to come into a role that offers an established foundation with room to develop new client relationships.
Responsibilities
- Take over an existing book of business by building lasting relationships with high-net-worth individuals and families.
- Continue to grow and develop new client relationships through referral channels and personal COI network.
- 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.
- Provide an exceptional client experience while serving as a trusted long-term advisor.
Qualifications
- 5+ years of experience within an RIA.
- Experience leading client relationships is required.
- Experience with client transitions is preferred.
- Demonstrated success growing client relationships and increasing assets under management.
- CFP is highly preferred.
- CFA or other relevant professional designations highly preferred (CPWA, CIMA, etc.).
- Bachelor's degree required. Degrees in Finance, Business, Economics, or a related field is preferred.
TBD
Search Jobs
Other Open Positions
Wealth Advisor
Wealth Management - Client Facing
$80,000 - $100,000
Dallas, Texas
SFWWealth Advisor CFPWealth Advisor, Path to PartnershipThis is a tremendous opportunity for a mid-career advisor to join a growing RIA with a national presence that is looking to add ambitious advisors to their team in DFW. The firm has a "planning-first" focus and services ....
Wealth Advisor
Wealth Management - Client Facing
$90,000 - $100,000
Scottsdale, Arizona
Wealth Advisor 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 plu ....
Wealth Manager
Wealth Management - Client Facing
$90,000 - $100,000
Fort Lauderdale, Florida
Wealth Manager, CFPThis is a great opportunity for a mid-career advisor who's ready to lead client relationships rather than support them. A growing, planning-first RIA with a national footprint is adding to its Fort Lauderdale team, and they're looking for someone with 4+ y ....
Wealth Advisor
Wealth Management - Client Facing
$100,000 - $100,000
Minneapolis, Minnesota
Wealth Advisor CFPWealth Advisor, Path to PartnershipThis is a tremendous opportunity for a mid-career advisor to join a growing RIA with a national presence that is looking to add ambitious advisors to their team in Minneapolis. The firm has a "planning-first" focus and ser ....
Senior Associate Wealth Advisor
Wealth Management - Client Facing
$120,000 - $170,000
Redwood City, California
Senior Associate Wealth Advisor hireneXus has partnered with an established, independent, fee-only RIA in the San Francisco Peninsula to help them add a Senior Associate Wealth Advisor to their team. The firm has gone through tremendous growth over the last 24-36 months and ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Miami, Florida
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Miami area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that is de ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Minneapolis, Minnesota
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Minneapolis area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Los Angeles, California
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in Los Angeles area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality that is ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
Charlotte, North Carolina
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in the Charlotte, NC area.This is a fantastic opportunity to join a best in class wealth management firm with a planning first mentality th ....
Senior Wealth Advisor
Wealth Management - Client Facing
$125,000 - $175,000
St. Louis, Missouri
Senior Wealth AdvisorHireneXus has partnered with a nationally recognized, rapidly growing RIA to help them add a Senior Wealth Advisor in St. Louis, MO. This is a unique opportunity for an advisor to take over an existing book of business over an 18-month period. The firm h ....
