Wealth Advisor

Boutique Recruiting; Pasadena (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Unlimited PTO

Company stock options

Comprehensive medical options

Access to a wide range of benefits

Job summary

Boutique Recruiting in Pasadena seeks a Wealth Advisor to launch and grow a private wealth advisory practice. The role focuses on building a book of business, meeting clients, and delivering comprehensive wealth planning with a proactive outreach approach.

The ideal candidate has 5–7+ years as a financial advisor, a Series 65 license, and a track record in client acquisition. CFP preferred; bachelor's degree desired.

Qualifications

• 5–7+ years as a financial advisor with wealth planning, investments, and tax strategy.
• Proven track record of client acquisition and business development.
• Experience with Registered Investment Advisors (RIA) and Series 65 license.

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.

Skills

Client acquisition

Wealth planning

Cold outreach

Relationship management

Cross-selling

Financial analysis

Education

Bachelor's degree (preferred)

CFP designation preferred

Series 65 license

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 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

Wealth Advisor 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

Wealth Advisor 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