Junior Advisor - Mentored Path to Lead Wealth Planner

Boutique Recruiting; Austin (TX); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

401(k) with match

Paid time off

Employee assistance program

Disability & life insurance

Mentorship path

Job summary

Boutique Recruiting in Austin, TX is seeking a JR Advisor to learn directly from a seasoned wealth advisor. You will join a small, client-focused practice handling a book of high-net-worth families, supporting financial planning, and gradually taking on client relationships.

This role offers a clear mentorship path with no cold calling or heavy marketing, plus on-site support and a potential future equity path. The schedule is Monday–Friday, in-office, with growth toward the lead advisor seat.

Qualifications

• Active Series 7 and Series 66 licenses.
• Minimum of 2 years in client service or advisor roles; junior advisor experience preferred.
• Strong Excel skills and analytical ability.
• Excellent communication and client-facing service.

Responsibilities

• Participate in client meetings and manage ongoing relationships.
• Assist with financial planning, portfolio reviews, and meeting preparation.
• Open accounts and manage client documentation.
• Respond to client questions and deliver high standard of client service.
• Maintain accurate client records and spreadsheets.
• Communicate with clients during important life events.
• Coordinate with administrative staff to support daily operations.
• Learn the advisor's processes and gradually assume responsibility for managing client relationships.

Skills

Series 7 license

Series 66 license

Client communication

Customer service

Excel skills

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Excel

Job description

Boutique Recruiting in Austin, TX is seeking a JR Advisor to learn directly from a seasoned wealth advisor. You will join a small, client-focused practice handling a book of high-net-worth families, supporting financial planning, and gradually taking on client relationships.

This role offers a clear mentorship path with no cold calling or heavy marketing, plus on-site support and a potential future equity path. The schedule is Monday–Friday, in-office, with growth toward the lead advisor seat.