Wealth Advisor

Boutique Recruiting; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Unlimited PTO (life/balance)

Company stock option

HMO and PPO medical plans

Comprehensive benefits on benefits网站

Job summary

Boutique Recruiting is seeking a Wealth Advisor to start and grow a private wealth advisory practice in Atlanta. You will build on existing relationships with insurance producers to expand the book of business, engaging in warm and cold outreach while delivering comprehensive financial planning.

The role emphasizes proactive client acquisition, wealth planning expertise, and collaboration with a Client Service Representative in a supportive team environment.

Qualifications

• 5-7 years of experience as a financial advisor focused on wealth planning.
• Proven track record in client acquisition and business development.
• Experience with Registered Investment Advisors (RIA) and Series 65.
• Bachelor's degree preferred; CFP designation preferred.

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 to generate leads and cross-sell services.
• Collaborate with a Client Service Representative for administrative support.
• Develop holistic financial strategies, including investments and tax planning.

Skills

Client acquisition

Business development

Wealth planning

Cross-selling

Education

Bachelor's degree

CFP designation preferred

Series 65 certification

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