Financial Advisor

Boutique Recruiting; Houston (TX); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

PTO + Paid Holidays

Medical, Dental, and Vision coverage

Uncapped earning potential

Job summary

Boutique Recruiting seeks an experienced Financial Advisor to meet with pre-qualified clients, assess retirement needs, and craft tailored financial strategies. You will leverage a robust lead-generation platform and collaborative teams to close new business.

Ideal candidates have 3–5+ years client-facing experience, an active Series 65/66, and strong presentation and closing skills, with CFP and a bachelor’s degree preferred. First-year draw compensation with substantial growth potential.

Qualifications

• 3–5+ years of experience as a Financial Advisor or similar client-facing financial services professional
• Active Series 65 or Series 66 license
• Proven track record of presenting financial recommendations and closing business
• Strong communication, presentation, relationship-building, and consultative selling skills
• Comfortable using CRM and financial planning software
• Holistic or education-based financial planning experience preferred
• CFP certification and bachelor's degree preferred

Responsibilities

• Meet with pre-qualified prospective clients to understand their financial goals and retirement needs
• Conduct discovery meetings and identify wealth management opportunities
• Develop and present customized financial strategies and educate clients on recommended solutions
• Build trusted relationships and close new business
• Collaborate with internal planning, service, marketing, and operations teams
• Maintain accurate client records using CRM and financial planning technology
• Follow regulatory requirements while staying current on products and trends

Skills

Series 65/66 license

Client-facing experience

Closing skills

CRM proficiency

Financial planning software

Education

Bachelor's degree

CFP certification preferred

Tools

CRM software

Financial planning software

Job description

Position Title

Financial Advisor

About

What if your next financial advisor role let you focus on advising and closing instead of cold calling for your next appointment? We are seeking an experienced Acquisition Advisor to meet with pre-qualified retirees, pre-retirees, business owners, and high-net-worth individuals, understand their financial goals, present tailored strategies, and build lasting client relationships. With a significant lead-generation platform, marketing and appointment-setting support, and an established wealth-management platform, you'll have the resources to focus on what you do best - building trust, delivering thoughtful advice, and winning new business. The ideal candidate is a proven financial advisor with 3-5+ years of client-facing experience, an active Series 65 or 66, strong presentation and closing skills, and a consultative, client-first approach

Salary

$65,000 - $80,000 First-Year Draw

Responsibilities

• Meet with pre-qualified prospective clients to understand their financial goals, retirement needs, and concerns
• Conduct discovery meetings and identify wealth management and retirement planning opportunities
• Develop and present customized financial strategies and educate clients on recommended solutions
• Build trusted relationships and confidently close new business
• Collaborate with internal planning, service, marketing, and operations teams
• Maintain accurate client records using CRM and financial planning technology
• Follow applicable compliance and regulatory requirements while staying current on financial products and industry trends

Requirements

• 3-5+ years of experience as a Financial Advisor or similar client-facing financial services professional
• Active Series 65 or Series 66 license
• Proven track record of presenting financial recommendations and closing business
• Strong communication, presentation, relationship-building, and consultative selling skills
• Comfortable using CRM and financial planning software
• Holistic or education-based financial planning experience preferred
• CFP certification and bachelor's degree preferred

Benefits

• 401(k) with company match
• PTO + Paid Holidays
• Medical, Dental, and Vision coverage
• Advisor compensation on qualifying annuity and life insurance revenue and net recurring advisory revenue
• Uncapped long-term earning potential with OTE of $200K-$350K
• Quarterly employee events and professional development opportunities