Family Wealth Advisor - CFP
CATEGORY
Wealth Management - Client Facing
LOCATION
Phoenix, Arizona
SALARY
$175,000 - $190,000
JOB REFERENCE
189802
Job Description
Senior Wealth Advisor - Multi-Family Office
Location: Phoenix/Scottsdale Area
HireneXus is working with a multi-family office with ~$4B+ AUM in their search for a Senior Wealth Advisor. This company has a long history of offering white glove wealth management services to their clients with a focus on a planning first approach and high-touch client service.
The ideal candidate is a CFP with at least 8 years of client facing advisory experience in an UHNW environment ($20M-50M+ AUM clients) that has leadership/mentorship experience. This is a great fit for an advisor that prioritizes a holistic planning approach to their relationships and is looking for a best-in-class firm where they can work with complex clients.
This role will work to support existing clients and referral clients coming into the firm.
Responsibilities
Leads client facing teams in providing exceptional client experience.
Serving as lead point of contact on wealth management services for our clients, including lead role in client meetings
Client's primary source of planning advice and primary contact for client questions and issues
Developing and reviewing financial plans and related financial reports for clients; leading in the delivery of those plans and identifying key action steps
Implementing investment portfolios based on the firm's investment philosophy and the client's specific goals & objectives
Developing relationships with clients to understand their financial and personal goals
Training junior team members
Coordinating with client's other advisors to develop integrated solutions
Qualifications
Bachelor's Degree required
8+ years' financial advisory or wealth management experience
Certified Financial Planner (CFP) or other relevant designations required
Knowledge of eMoney or other financial planning software
Familiarity with Salesforce and Tamarac, our Portfolio Accounting software is a plus
Ability to work well in a fast-paced, team-oriented environment
CATEGORY
Wealth Management - Client Facing
LOCATION
Phoenix, Arizona
SALARY
$175,000 - $190,000
JOB REFERENCE
189802
Job Description
Senior Wealth Advisor - Multi-Family Office
Location: Phoenix/Scottsdale Area
HireneXus is working with a multi-family office with ~$4B+ AUM in their search for a Senior Wealth Advisor. This company has a long history of offering white glove wealth management services to their clients with a focus on a planning first approach and high-touch client service.
The ideal candidate is a CFP with at least 8 years of client facing advisory experience in an UHNW environment ($20M-50M+ AUM clients) that has leadership/mentorship experience. This is a great fit for an advisor that prioritizes a holistic planning approach to their relationships and is looking for a best-in-class firm where they can work with complex clients.
This role will work to support existing clients and referral clients coming into the firm.
Responsibilities
Leads client facing teams in providing exceptional client experience.
Serving as lead point of contact on wealth management services for our clients, including lead role in client meetings
Client's primary source of planning advice and primary contact for client questions and issues
Developing and reviewing financial plans and related financial reports for clients; leading in the delivery of those plans and identifying key action steps
Implementing investment portfolios based on the firm's investment philosophy and the client's specific goals & objectives
Developing relationships with clients to understand their financial and personal goals
Training junior team members
Coordinating with client's other advisors to develop integrated solutions
Qualifications
Bachelor's Degree required
8+ years' financial advisory or wealth management experience
Certified Financial Planner (CFP) or other relevant designations required
Knowledge of eMoney or other financial planning software
Familiarity with Salesforce and Tamarac, our Portfolio Accounting software is a plus
Ability to work well in a fast-paced, team-oriented environment
Job ID: 520840443
Originally Posted on: 5/12/2026
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