Wealth Advisor

Boutique Recruiting; Vero Beach (FL); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Base salary with bonus potential

Profit-sharing after three years

Two weeks paid time off

Annual salary reviews

Growth opportunities in a small firm

Job summary

Boutique Recruiting’s Wealth Advisor in Vero Beach, Florida, is a client-focused, on-site role within a small, established wealth management firm. You will manage client relationships, support investment planning, prepare for portfolio reviews, and coordinate with custodians and other professionals.

The ideal candidate holds a Series 65, has 2+ years in financial services, and excels in personalized service in a high-touch environment.

Qualifications

• Active Series 65 license required.
• 2+ years of experience in financial services or wealth management.
• Experience delivering highly personalized service in a high-touch setting.
• Strong organizational and communication skills; able to work onsite.

Responsibilities

• Manage and maintain relationships with wealth management clients and provide personalized service.
• Assist with investment management and broader financial planning needs.
• Prepare and review financial reports and materials for client meetings.
• Support portfolio reviews, ongoing account management and related activities.
• Communicate with clients regarding updates, transactions and service requests.
• Coordinate with custodians and outside professionals as needed.
• Maintain accurate client records and support advisory team activities.

Skills

Client relationship management

Communication

Organizational skills

Financial services experience

Tools

MS Word

Outlook

Job description

Position Title: Wealth Advisor

Build lasting client relationships while helping individuals and families make confident decisions about their financial future. We are seeking a Wealth Advisor to join a small, established wealth management firm in Vero Beach, Florida. This fully onsite role will manage and support client relationships, assist with investment and financial planning needs, prepare for portfolio reviews, and coordinate closely with custodians and outside professionals.

The ideal candidate is a licensed financial services professional who is organized, detail-oriented, and comfortable delivering highly personalized service in a collaborative, relationship-driven environment.

Salary Range: $85,000 - $90,000 / Year DOE + bonus opportunity

Responsibilities

• Manage and maintain relationships with wealth management clients, providing responsive, personalized service
• Assist clients with investment management and broader financial planning needs
• Prepare and review financial reports, account information, investment documents, and materials for client meetings
• Support portfolio reviews, ongoing account management and investment-related activities
• Communicate with clients regarding account updates, transactions, documentation, and service requests
• Coordinate with custodians, investment providers, CPAs, attorneys, and other outside professionals as needed
• Maintain accurate client records and support the President and advisory team with day-to-day wealth management activities

Requirements

• Active Series 65 license required
• 2+ years of experience in financial services, wealth management, or a related environment
• Experience managing or supporting client relationships within a high-touch financial services setting
• Strong proficiency with Microsoft Word and Outlook
• Highly organized and detail-oriented with the ability to work independently and manage multiple priorities
• Strong interpersonal and communication skills with a client-first approach
• Must be able to work fully onsite in Vero Beach, Florida

Benefits

• Base salary with potential year-end bonus
• Potential flexibility in base compensation to help offset the absence of employer-sponsored health insurance
• Profit-sharing eligibility after three years
• Two weeks of paid time off
• Annual performance reviews and salary reviews
• Long-term growth opportunities within a small, stable wealth management firm