Wealth Advisor

Boutique Recruiting; Pasadena (CA); Vor Ort; USD 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Life/balance PTO

Company stock options

HMO and PPO medical options

Wide range of benefits

Zusammenfassung

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private advisory practice and grow a book of business. You will leverage existing relationships with insurance producers and conduct outreach, delivering tailored financial planning for clients.

Ideal candidates have 5-7+ years in wealth planning, a Series 65 license, and RIAs experience; CFP designation is preferred. This role offers growth within a supportive team environment and competitive compensation.

Qualifikationen

• 5-7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy.
• Proven track record of client acquisition and business development.
• Experience with Registered Investment Advisors (RIA).
• Possession of Series 65 license.
• Bachelor's degree is strongly preferred.
• Certified Financial Planner (CFP) designation is preferred.
• Experience with MoneyGuide Pro is preferred.

Aufgaben

• Build a book of business from the ground up.
• Engage in client meetings and presentations.
• Utilize marketing and cross-selling opportunities for lead generation.
• Collaborate with a Portfolio Manager and team for financial planning.
• Manage a diverse client portfolio, typically around 50 clients.
• Conduct cold outreach to identify potential clients.
• Leverage relationships with insurance producers for business growth.

Kenntnisse

Client acquisition

Business development

Cold outreach

Wealth planning

Investments

Tax strategy

Ausbildung

Bachelor's degree

CFP designation

Tools

MoneyGuide Pro

Jobbeschreibung

Position Title

Wealth Advisor

This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Pasadena. 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.

Salary Range

$100,000 - $150,000 / Year DOE

Responsibilities

• Build a book of business from the ground up
• Engage in client meetings and presentations
• Utilize marketing and cross‑selling opportunities for lead generation
• Collaborate with a Portfolio Manager and team for financial planning
• Manage a diverse client portfolio, typically around 50 clients
• Conduct cold outreach to identify potential clients
• Leverage relationships with insurance producers for business growth

Requirements

• 5-7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy
• Proven track record of client acquisition and business development
• Experience with Registered Investment Advisors (RIA)
• Possession of Series 65 license
• Bachelor's degree is strongly preferred
• Certified Financial Planner (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 initial shares awarded upon joining
• Comprehensive HMO and PPO medical options
• Access to a wide range of benefits through the company