Boutique Wealth Advisor - Hybrid with High-Net-Worth Clients

Boutique Recruiting; Irvine (CA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid holidays + PTO + Sick time

Hybrid work schedule

On-site gym and parking

Job summary

Boutique Recruiting is seeking a Financial Advisor in Irvine to build meaningful client relationships and deliver comprehensive financial guidance for high-net-worth individuals, retirees, and professionals. You will work with experienced leadership to manage investment planning, retirement strategies and estate planning.

The ideal candidate has at least two years of advisor experience, a Series 65 license, and excellent communication skills to earn clients' trust.

Qualifications

• Minimum two years of financial advisory experience.
• Active Series 65 license required.
• Strong communication and relationship-building skills.
• Proven ability to work with high-net-worth clients.

Responsibilities

• Build and maintain long-term client relationships.
• Guide clients through investment and comprehensive planning needs.
• Develop and update financial plans based on client goals.
• Support retirement, tax, estate and investment planning strategies.
• Analyze client portfolios and provide informed recommendations.
• Participate in client meetings and ongoing planning conversations.
• Monitor accounts, portfolios, and investment strategies.
• Deliver personalized service to high-net-worth clients.
• Collaborate with advisors and the broader team.

Skills

Financial advisory experience

Series 65 license

Communication skills

Client relationship-building

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Word

Outlook

Job description

Boutique Recruiting is seeking a Financial Advisor in Irvine to build meaningful client relationships and deliver comprehensive financial guidance for high-net-worth individuals, retirees, and professionals. You will work with experienced leadership to manage investment planning, retirement strategies and estate planning.

The ideal candidate has at least two years of advisor experience, a Series 65 license, and excellent communication skills to earn clients' trust.