Senior Financial Advisor - HNW Growth & Relationships (Hybrid)

Boutique Recruiting; Houston (TX); Hybrid; USD 145,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with match

Unlimited PTO

Paid holidays

Hybrid flexibility

Job summary

Boutique Recruiting seeks a Financial Advisor with a business development mindset to cultivate new client relationships and expand a network of influential centers of influence. The role combines relationship management with sophisticated wealth strategies for high-net-worth clients in a technology-forward environment.

The ideal candidate has 5–10+ years in financial services, with Series 65 or 7/66 licenses, and a Bachelor’s degree. Hybrid work and client-focused growth are central to this role.

Qualifications

• 5–10+ years in financial services or related business development.
• “High-net-worth” client experience preferred.
• “Relationship-driven” and trust-building proven.
• “Strong communication of complex strategies” required.
• Active licenses per requirements.

Responsibilities

• Develop new client and Center of Influence relationships.
• Build trusted relationships with high-net-worth clients.
• Identify opportunities and craft sophisticated solutions.
• Advise on investments, insurance, retirement planning, and tax planning.
• Stay informed on markets and regulatory developments.
• Partner with Wealth Managers for a coordinated client experience.
• Communicate complex concepts clearly to clients and partners.

Skills

Relationship development

Business development

Client communication

Financial services knowledge

CRM usage

Presentation skills

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Orion

Job description

Boutique Recruiting seeks a Financial Advisor with a business development mindset to cultivate new client relationships and expand a network of influential centers of influence. The role combines relationship management with sophisticated wealth strategies for high-net-worth clients in a technology-forward environment.

The ideal candidate has 5–10+ years in financial services, with Series 65 or 7/66 licenses, and a Bachelor’s degree. Hybrid work and client-focused growth are central to this role.