Senior Wealth Advisor

Hirene Xus 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 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, institutiona‑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.

• 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.

• 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 preferre

Job Responsibilities

Hirene Xus 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 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, institutiona‑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.

• 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.

• 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 preferre

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    Xus is committed to diversity for both our firm and our clients. Inclusion and respect are key components to success and diversity is a major part of the four pillars to our success:
    Commitment, Potential, Caliber and Quality. As a part of this commitment, we request that our candidates…