Remote Wealth Advisor - Planning-First, UHNW Growth

Boutique Recruiting; Irvine (CA); Remoto; USD 175.000 - 200.000; Tempo integral

Benefícios oferecidos por esta vaga

Medical, dental, and vision insurance

401(k) with employer matching

Paid time off and holidays

Comprehensive training program and a3x

Remote work arrangement with flexible

Leadership opportunities

Resumo da vaga

Boutique Recruiting seeks a Wealth Advisor to serve ultra-high-net-worth clients remotely, covering Orange County. The role centers on planning-first guidance, developing a book of business with long-term client relationships, supported by a team of associates, CPAs, and attorneys.

Starting with 13 weeks of virtual training with no sales expectations, the position offers a salary range of $175,000–$200,000 per year plus commissions, flexible schedule, and leadership opportunities as you grow

Qualificações

• 4-5 years of wealth management experience building a book of business
• Bachelor's degree and required licenses (SIE, Series 7, 63/65)
• Strong networking skills and ability to build trust with UHNW clients
• Proficiency with Microsoft Office and capital markets knowledge

Responsabilidades

• Originate and develop relationships with ultra high net worth prospects
• Hold a minimum of 15 self-sourced prospect and client meetings each week
• Manage a long sales cycle by building trust and credibility over time
• Lead client conversations with a planning-first approach
• Work with associates, coordinators, CPAs, and attorneys to develop and present comprehensive plans
• Build and grow a book of business with targets of $15–25 million in assets under management over two years
• Attend weekly team meetings and complete training program
• Track meetings and networking activity through the calendar

Conhecimentos

Client relationship building

Sales/closing skills

Planning/financial planning

Microsoft Office proficiency

Networking ability

Emotional intelligence

Entrepreneurial mindset

Formação

Bachelor's degree

SIE, Series 7, and Series 65/63 licenses

CFP designation preferred

Ferramentas

Microsoft Office

Descrição da vaga

Boutique Recruiting seeks a Wealth Advisor to serve ultra-high-net-worth clients remotely, covering Orange County. The role centers on planning-first guidance, developing a book of business with long-term client relationships, supported by a team of associates, CPAs, and attorneys.

Starting with 13 weeks of virtual training with no sales expectations, the position offers a salary range of $175,000–$200,000 per year plus commissions, flexible schedule, and leadership opportunities as you grow