Wealth Advisor

Boutique Recruiting; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Company stock options

Access to HMO and PPO medical options

Job summary

Boutique Recruiting is seeking a motivated Wealth Advisor to establish a private wealth advisory practice in Dallas, Texas. The successful candidate will utilize existing relationships to grow the business, focusing on high-value clients with $1 million to $3 million in assets.

Responsibilities include building a book of business, conducting client meetings, and working closely with a dedicated team. Qualifications include 5-7 years of relevant experience, Series 65 certification, and a Bachelor's degree. Join us for significant growth opportunities in a supportive environment.

Qualifications

• 5-7 years of experience as a financial advisor required.
• RIA background mandatory.
• Proven track record in client acquisition.

Responsibilities

• Build a book of business from scratch.
• Conduct client meetings to deliver financial planning.
• Collaborate with team members on client accounts.

Skills

Client acquisition

Wealth planning

Tax strategy

Investments

Proactive outreach

Education

Bachelor's degree

Series 65 certification

CFP designation

Tools

Moneyguide Pro

Job description

Overview

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.

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

Qualifications

• 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

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