Wealth Advisor

Boutique Recruiting; Irvine (CA); Remote; USD 175,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer matching

Paid time off and holidays

Comprehensive training program and a3x

Remote work arrangement with flexible

Leadership opportunities

Job summary

Boutique Recruiting seeks a Wealth Advisor to serve ultra-high-net-worth clients remotely, covering Orange County. The role centers on planning-first guidance, developing a book of business with long-term client relationships, supported by a team of associates, CPAs, and attorneys.

Starting with 13 weeks of virtual training with no sales expectations, the position offers a salary range of $175,000–$200,000 per year plus commissions, flexible schedule, and leadership opportunities as you grow

Qualifications

• 4-5 years of wealth management experience building a book of business
• Bachelor's degree and required licenses (SIE, Series 7, 63/65)
• Strong networking skills and ability to build trust with UHNW clients
• Proficiency with Microsoft Office and capital markets knowledge

Responsibilities

• Originate and develop relationships with ultra high net worth prospects
• Hold a minimum of 15 self-sourced prospect and client meetings each week
• Manage a long sales cycle by building trust and credibility over time
• Lead client conversations with a planning-first approach
• Work with associates, coordinators, CPAs, and attorneys to develop and present comprehensive plans
• Build and grow a book of business with targets of $15–25 million in assets under management over two years
• Attend weekly team meetings and complete training program
• Track meetings and networking activity through the calendar

Skills

Client relationship building

Sales/closing skills

Planning/financial planning

Microsoft Office proficiency

Networking ability

Emotional intelligence

Entrepreneurial mindset

Education

Bachelor's degree

SIE, Series 7, and Series 65/63 licenses

CFP designation preferred

Tools

Microsoft Office

Job description

Position Title: Wealth Advisor

This remote position places a Wealth Advisor in front of ultra-high-net-worth clients across Orange County, with a platform that leads with planning rather than products. The advisor builds a book of business from the ground up, supported by a team that includes associates, coordinators, CPAs, and attorneys who help shape each client plan. Support staffing runs at three support professionals for every advisor, and the firm's Chief Investment Officer is based in Los Angeles, which provides direct access to investment leadership.

The role begins with 13 weeks of structured training, delivered mostly in a virtual format, with no sales expectations during that period. The culture is collaborative and mature, with long-tenured colleagues who work with advisors on client questions and strategy. The position is remote, with client meetings throughout Orange County and a workspace available when needed. The work schedule is flexible, including accommodation for school drop-off and pick-up. Leadership roles are available over time for advisors who build a durable book of business.

Salary Range: $175,000 - $200,000 / Year DOE

Plus commission on first-year fees, with higher base compensation considered for candidates who bring significant assets.

Wealth Advisor Responsibilities

• Originate and develop relationships with ultra high net worth prospects, with a typical client profile of $5 million to $150 million in investable assets
• Hold a minimum of 15 self-sourced prospect and client meetings each week
• Manage a long sales cycle by building trust and credibility over time
• Lead client conversations with a planning-first approach, learning each client's goals and priorities before recommending solutions
• Work with associates, coordinators, CPAs, and attorneys to develop and present comprehensive plans to prospective clients
• Build and grow a book of business, with initial targets of approximately $15 million in assets under management in year one and $25 million in year two
• Attend the weekly Monday team meeting and complete the 13-week training program
• Track meetings and networking activity through the calendar, including occasional evening events

Wealth Advisor Requirements

• Must reside in Orange County, CA
• 4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or closing business
• An established professional network, or a demonstrated ability to develop one
• Bachelor's degree
• SIE, Series 7, and Series 65 or 63 licenses, which may be obtained before the January training start if not already held
• Proficiency with the Microsoft suite
• Strong capital markets knowledge and the intellectual curiosity to work with executives
• High emotional intelligence, an entrepreneurial mindset, and the ability to take feedback and apply it
• Understanding of a complex sale and the credibility to act as a trusted advisor
• CFP designation is preferred

Benefits

• Medical, dental, and vision insurance, with coverage effective from the date of hire
• 401(k) retirement plan with employer matching
• Paid time off and company holidays
• Comprehensive training program and a support team staffed at three support professionals per advisor
• Remote work arrangement with a flexible schedule
• Long-term career growth, including leadership opportunities for advisors who build a strong book of business