Client-First Wealth Advisor - Onsite in Vero Beach

Boutique Recruiting; Vero Beach (FL); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Base salary with bonus potential

Profit-sharing after three years

Two weeks paid time off

Annual salary reviews

Growth opportunities in a small firm

Job summary

Boutique Recruiting’s Wealth Advisor in Vero Beach, Florida, is a client-focused, on-site role within a small, established wealth management firm. You will manage client relationships, support investment planning, prepare for portfolio reviews, and coordinate with custodians and other professionals.

The ideal candidate holds a Series 65, has 2+ years in financial services, and excels in personalized service in a high-touch environment.

Qualifications

• Active Series 65 license required.
• 2+ years of experience in financial services or wealth management.
• Experience delivering highly personalized service in a high-touch setting.
• Strong organizational and communication skills; able to work onsite.

Responsibilities

• Manage and maintain relationships with wealth management clients and provide personalized service.
• Assist with investment management and broader financial planning needs.
• Prepare and review financial reports and materials for client meetings.
• Support portfolio reviews, ongoing account management and related activities.
• Communicate with clients regarding updates, transactions and service requests.
• Coordinate with custodians and outside professionals as needed.
• Maintain accurate client records and support advisory team activities.

Skills

Client relationship management

Communication

Organizational skills

Financial services experience

Tools

MS Word

Outlook

Job description

Boutique Recruiting’s Wealth Advisor in Vero Beach, Florida, is a client-focused, on-site role within a small, established wealth management firm. You will manage client relationships, support investment planning, prepare for portfolio reviews, and coordinate with custodians and other professionals.

The ideal candidate holds a Series 65, has 2+ years in financial services, and excels in personalized service in a high-touch environment.