Growth-Driven Financial Advisor: Build Your Client Base

Boutique Recruiting; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance with 60% coverage

401K with 6% match

Flexible vacation

Job summary

Boutique Recruiting is looking for a Financial Advisor in San Antonio, Texas. The ideal candidate will manage a diverse portfolio and develop client relationships through strategic initiatives. This role requires an entrepreneurial mindset and a commitment to growth and client success.

Benefits include medical insurance, 401K matching, and flexible vacation. Applicants should have a bachelor's degree and relevant licensing for this position.

Qualifications

• 3-5 years of experience as a financial advisor.
• Active licenses (Series 65/66 or equivalent).
• Proficient in securities regulations and compliance.

Responsibilities

• Manage a portfolio of clients including unaccredited and accredited investors.
• Develop client relationships through networking and referrals.
• Provide compliant communication about investment opportunities.

Skills

Client relationship management

Lead generation

Communication skills

Investment solutions recommendations

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Boutique Recruiting is looking for a Financial Advisor in San Antonio, Texas. The ideal candidate will manage a diverse portfolio and develop client relationships through strategic initiatives. This role requires an entrepreneurial mindset and a commitment to growth and client success.

Benefits include medical insurance, 401K matching, and flexible vacation. Applicants should have a bachelor's degree and relevant licensing for this position.