High-Touch Wealth Service Advisor

Boutique Recruiting; Campbell (CA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Paid vacation, personal, and sick time

Generous paid holiday office closures

Annual professional development and CE

Job summary

Boutique Recruiting seeks a Service Advisor to deliver personalized support for high-net-worth families within a wealth management setting. You will handle account transactions, documentation, and client meetings, while leveraging AI tools to enhance service quality.

Ideal candidates have 3–6 years in financial services, excellent written and verbal communication, and a proactive, organized approach. Licensing within 90 days and familiarity with custodial platforms and CRMs are valued.

Qualifications

• 3–6 years of financial services experience, ideally in an RIA environment servicing HNW/UHNW clients.
• Strong written and verbal communication skills and client-focused approach.
• Licensing or ability to obtain required licenses within 90 days of hire.
• Hands-on experience with account transactions and financial documentation.
• Familiarity with custodial platforms (Fidelity/Schwab) and CRM platforms (Wealthbox/Redtail).
• Proficient in Microsoft Office (Excel/Word/Outlook).
• Attention to detail and compliance-conscious documentation.
• Proactive, self-directed, and comfortable using AI-based tools.

Responsibilities

• Deliver white-glove, high-touch service to HNW/UHNW clients.
• Manage client requests with responsiveness, accuracy and follow-through.
• Process account transactions including distributions, ACH and wire transfers, journal entries, and charitable distributions.
• Prepare and process new account paperwork, beneficiary changes, trust documentation, and account maintenance forms.
• Support client meetings and financial planning implementation while coordinating with CPAs, attorneys, and other professionals.
• Participate in speaking engagements and community events, including Bay Area churches.
• Work with AI tools and provide feedback to improve workflows and client service processes.

Skills

Communication skills

Relationship management

Attention to detail

Proactive / self-directed

Independent work

Education

Series 6 or 7 license

Notary public certification

Tools

Fidelity

Schwab

Wealthbox

Redtail

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Boutique Recruiting seeks a Service Advisor to deliver personalized support for high-net-worth families within a wealth management setting. You will handle account transactions, documentation, and client meetings, while leveraging AI tools to enhance service quality.

Ideal candidates have 3–6 years in financial services, excellent written and verbal communication, and a proactive, organized approach. Licensing within 90 days and familiarity with custodial platforms and CRMs are valued.