Wealth Advisor

Boutique Recruiting; Dallas (TX); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Unlimited PTO (life/balance PTO)

Stock options in company

HMO and PPO medical options

Benefits information at URL_Redacted

Job summary

Boutique Recruiting in Dallas seeks a Wealth Advisor to help build a private wealth advisory practice. The role centers on expanding the book of business by leveraging relationships with insurance producers and proactive client acquisition, with a strong foundation in wealth planning.

Responsibilities include conducting client meetings and presentations, collaborating with a Portfolio Manager and support staff, and focusing on high‑value clients ($1M–$3M).

Qualifications

• 5-7 years of experience as a financial advisor with wealth planning, investments, and tax strategy.
• Proven track record of client acquisition and business development.
• RIA background is required.
• Series 65 certification is mandatory.
• Bachelor's degree is strongly preferred.
• CFP designation is preferred.
• Experience with Moneyguide Pro is preferred.

Responsibilities

• Build a book of business from scratch, utilizing marketing resources and cross-selling opportunities
• Conduct client meetings and presentations to deliver comprehensive financial planning
• Collaborate with a dedicated team, including a Portfolio Manager and administrative support
• Engage in proactive outreach to expand client base
• Maintain a focus on high-value clients, typically ranging from $1 million to $3 million in assets

Skills

Wealth planning

Investments

Tax strategy

Client acquisition

Business development

Education

Bachelor's degree

Series 65 certification

RIA background

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 Dallas. 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, utilizing marketing resources and cross-selling opportunities
• Conduct client meetings and presentations to deliver comprehensive financial planning
• Collaborate with a dedicated team, including a Portfolio Manager and administrative support
• Engage in proactive outreach to expand client base
• Maintain a focus on high-value clients, typically ranging from $1 million to $3 million in assets

Wealth Advisor Requirements:

• 5-7 years of experience as a financial advisor with strong expertise in wealth planning, investments, and tax strategy
• Proven track record of client acquisition and business development
• RIA background is required
• Series 65 certification is mandatory
• 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
• Opportunities to acquire company stock with initial shares granted upon joining
• Access to HMO and PPO medical options
• Comprehensive benefits information can be found at URL_Redacted