Wealth Advisor

Boutique Recruiting; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Opportunity to acquire company stock

HMO and PPO medical options

Job summary

Boutique Recruiting is seeking a motivated Wealth Advisor to establish a private wealth advisory practice in Atlanta, Georgia. This role offers significant growth potential and requires a proactive approach to client acquisition and a solid foundation in wealth planning.

The ideal candidate will have 5-7 years of experience and will engage in both warm and cold outreach to build client relationships. Responsibilities include developing comprehensive financial strategies and collaborating with administrative support to ensure client satisfaction.

Qualifications

• 5-7 years of experience as a financial advisor with a focus on wealth planning.
• Proven track record in client acquisition and business development.
• Experience with Registered Investment Advisors (RIA).
• Series 65 certification is required.

Responsibilities

• Build a book of business from scratch with a focus on client acquisition.
• Engage in client meetings and presentations to deliver comprehensive financial planning.
• Utilize marketing resources and cross-selling opportunities to generate leads.
• Work collaboratively with a dedicated Client Service Representative for administrative support.
• Develop a holistic financial strategy, incorporating investments and tax planning.

Skills

Client acquisition

Financial planning

Business development

Education

Bachelor's degree

CFP designation

Tools

MoneyGuide Pro

Job description

Position Title: Wealth Advisor

This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. 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.

Wealth Advisor Responsibilities

• Build a book of business from scratch with a focus on client acquisition
• Engage in client meetings and presentations to deliver comprehensive financial planning
• Utilize marketing resources and cross-selling opportunities to generate leads
• Work collaboratively with a dedicated Client Service Representative for administrative support
• Develop a holistic financial strategy, incorporating investments and tax planning

Wealth Advisor Requirements

• 5-7 years of experience as a financial advisor with a focus on wealth planning
• Proven track record in client acquisition and business development
• Experience with Registered Investment Advisors (RIA)
• Series 65 certification
• Bachelor's degree is strongly preferred
• 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 shares awarded upon joining
• HMO and PPO medical options available
• Comprehensive benefits can be reviewed at the provided benefits website

If you are a Wealth Advisor looking to take the next step in your career, apply now!