Pasadena – Wealth Advisor

Boutique Recruiting; Pasadena (CA); Presencial; USD 100.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Unlimited PTO

Company stock options

Comprehensive health insurance

Wide range of benefits

Descripción de la vacante

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private wealth advisory practice, grow the book of business, and engage in client meetings and presentations.

Ideal candidates have 5–7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy; CFP/Series 65 preferred; RIAs experience is valued. Salary ranges from $100,000 to $150,000 per year DOE with comprehensive benefits.

Formación

• 5–7+ years as a financial advisor with wealth planning, investments and tax strategy.
• Proven track record of client acquisition and business development.
• Experience with Registered Investment Advisors (RIA).
• Series 65 license is required.
• Bachelor's degree strongly preferred; CFP designation is a plus.
• Experience with Moneyguide Pro is preferred.

Responsabilidades

• Build a book of business from the ground up.
• Engage in client meetings and presentations.
• Utilize marketing and cross‑selling opportunities for lead generation.
• Collaborate with a Portfolio Manager and team for financial planning.
• Manage a diverse client portfolio, typically around 50 clients.
• Conduct cold outreach to identify potential clients.
• Leverage relationships with insurance producers for business growth.

Conocimientos

Client acquisition

Wealth planning

Investments

Tax strategy

RIA familiarity

Educación

Bachelor's degree

CFP designation preferred

Herramientas

Moneyguide Pro

Series 65 license

Descripción del empleo

Position Title: Wealth Advisor

This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Pasadena. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.

Salary Range: $100,000 - $150,000 / Year DOE

Wealth Advisor Responsibilities

• Build a book of business from the ground up
• Engage in client meetings and presentations
• Utilize marketing and cross‑selling opportunities for lead generation
• Collaborate with a Portfolio Manager and team for financial planning
• Manage a diverse client portfolio, typically around 50 clients
• Conduct cold outreach to identify potential clients
• Leverage relationships with insurance producers for business growth

Wealth Advisor Requirements

• 5-7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy
• Proven track record of client acquisition and business development
• Experience with Registered Investment Advisors (RIA)
• Possession of Series 65 license
• Bachelor's degree is strongly preferred
• Certified Financial Planner (CFP) designation is preferred
• Experience with Moneyguide Pro is preferred

Benefits

• Unlimited PTO, referred to as life/balance PTO
• Opportunity to acquire company stock with initial shares awarded upon joining
• Comprehensive HMO and PPO medical options
• Access to a wide range of benefits through the company