About this opportunity
hireneXus lists this Senior Wealth Advisor opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
HireneXus 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 that is designed to help advisors serve high-net-worth individuals and families. This individual with have access to numerous existing referral channels, in-house advanced planning team support, institutional-quality investment solutions, centralized operational support, and advanced technology.
The ideal candidate has at least 5 years of experience, strong relationship management skills, and prioritizes comprehensive financial planning. They are a self-starter with excellent communication and interpersonal skills, thrive in a collaborative environment, and are motivated to grow both their practice and their clients' financial success.
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.
Qualifications
5+ years of experience within an RIA.
Demonstrated success growing client relationships and increasing assets under management.
CFP, CFA, or other relevant professional designations highly preferred.
Bachelor's degree required. Degrees in Finance, Business, Economics, or a related field is preferred.
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.