Wealth Advisor CFP

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