Wealth Advisor

Boutique Recruiting; Los Angeles (CA); Hybrid; USD 170,000 - 200,000; Full time

Benefits offered by this job

Medical coverage from day one

Dental and vision insurance

401(k) with company match

20 vacation days for VP-level

Hybrid flexibility with schedule and 3

Mentorship and leadership support

Job summary

Boutique Recruiting is seeking a driven Wealth Advisor to build and manage a high-net-worth client portfolio. You will lead prospect meetings, develop customized wealth strategies, and collaborate with investment professionals to deliver comprehensive solutions.

Training and mentorship support your growth into a substantial book of business. Ideal candidates are entrepreneurial, excellent communicators, and capable of navigating a hunter-style sales environment while serving executives and

Qualifications

• Bachelor's degree required.
• 2–5 years of wealth management or related financial services experience preferred.
• Active SIE, Series 7, and Series 63 or 65 licenses preferred; ability to obtain before training class.
• Proven success in business development, consultative selling, and relationship management.
• Hunter mentality and ability to build a book of business from ground up.
• Strong communication and interpersonal skills; proficient in MS Office.

Responsibilities

• Develop and grow a portfolio of ultra-high-net-worth clients through prospecting, networking, referrals, and relationship development.
• Independently source and conduct a minimum of 15 prospect meetings per week after training.
• Build trusted relationships with executives and affluent individuals with complex financial needs.
• Identify client goals and investment objectives to develop customized wealth management strategies.
• Lead consultative sales conversations and manage long, relationship-driven sales cycles.
• Collaborate with investment professionals, CPAs, attorneys, and client service teams to deliver comprehensive wealth solutions.
• Continuously expand market knowledge and build a sustainable book of business.

Skills

Relationship building

Prospecting

Networking

Sales

Financial planning

Education

Bachelor's degree

Active SIE

Series 7

Series 63/65

Tools

MS Office

Job description

Position Title: Wealth Advisor

Salary Range: $170,000 - $200,000/ Year DOE

About:

Are you a natural relationship builder with the drive to turn meaningful connections into lasting client partnerships? We are seeking a motivated and entrepreneurial Wealth Advisor to join its growing team. This is an exciting opportunity for a driven professional to build and develop a high-net-worth client portfolio, cultivate relationships with business owners, executives, athletes, and other affluent individuals, and deliver sophisticated wealth management solutions. You will take ownership of business development, independently source and lead prospect meetings, understand complex financial needs, and develop customized investment and financial planning strategies. With an exceptional 13-week training program and hands‑on mentorship from experienced leadership, you'll have the resources and support to build a successful, long‑term career. The ideal candidate is a highly motivated, intellectually curious, and personable professional who thrives in a hunter-style sales environment, embraces coaching, and is excited by the opportunity to build a substantial book of business.

Responsibilities

• Develop and grow a portfolio of ultra-high-net-worth clients through proactive prospecting, networking, referrals, and relationship development
• Independently source and conduct a minimum of 15 prospect meetings per week following the initial training period
• Build trusted relationships with business owners, executives, athletes, and affluent individuals with complex financial needs
• Identify client goals, financial priorities, and investment objectives to develop customized wealth management and financial planning strategies
• Lead consultative sales conversations and manage a long, relationship-driven sales cycle from initial outreach through client acquisition
• Collaborate with investment professionals, CPAs, attorneys, associates, and client service teams to deliver comprehensive wealth management solutions
• Continuously expand financial market knowledge, incorporate coaching and feedback, and develop a sustainable book of business

Requirements:

• Bachelor's degree required
• 2–5 years of wealth management, financial advising, or related financial services experience preferred, with consideration for exceptional early-career sales professionals from other industries
• Active SIE, Series 7, and Series 63 or 65 licenses preferred, with the ability to obtain required licenses before the next training class
• Demonstrated success in business development, consultative selling, relationship management, or independently generating new business
• Strong hunter mentality with the motivation and entrepreneurial drive to build a book of business from the ground up
• Excellent communication, interpersonal, and relationship-building skills with the ability to engage executives and high-net-worth individuals
• Strong intellectual curiosity, capital markets interest, coachability, and proficiency in Microsoft Office

Benefits:

• Medical coverage effective on your first day
• Dental and vision insurance options
• 401(k) with company match
• 20 vacation days for eligible VP-level employees
• Attractive first-year compensation structure
• Dedicated mentorship, hands‑on leadership support, and a collaborative team environment with approximately three support professionals per advisor
• Hybrid flexibility with autonomy to manage your schedule, client meetings, and networking activities