Wealth Advisor

Boutique Recruiting; Wichita (KS); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Company stock options

Health insurance (HMO/PPO)

Job summary

Boutique Recruiting is seeking a Wealth Advisor in the Wichita area to guide clients through wealth management, develop a robust client book, and participate in business development efforts. The role emphasizes technical proficiency in investments and tax strategies, paired with holistic financial planning.

The position requires 5-7 years of experience as a financial advisor, a Series 65 license, and an RIA background, with a Bachelor's degree strongly preferred.

Qualifications

• 5-7 years of experience as a financial advisor with strong wealth planning and technical expertise in investments and tax strategies.
• RIA background is required.
• Series 65 license is required.
• Bachelor's degree is strongly preferred.
• CFP designation is preferred.
• Experience with Moneyguide Pro is preferred.

Responsibilities

• Provide comprehensive financial planning and investment strategies to clients.
• Engage in business development through cold outreach and client referrals.
• Inherit and manage a portion of an existing client book.
• Conduct client meetings and presentations to discuss financial goals.
• Collaborate with a Portfolio Manager and support staff for administrative tasks.
• Utilize marketing resources to generate leads and cross-sell services.
• Maintain a proactive approach to client relationship management.

Skills

Client acquisition

Business development

Financial planning

Investments

Tax strategies

Relationship management

Education

Bachelor's degree

CFP designation (preferred)

Tools

Moneyguide Pro

Job description

Position Title: Wealth Advisor

The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities, including both cold outreach and client inheritance. The role demands strong technical expertise in investments and tax strategies, along with a commitment to holistic financial planning. Successful candidates will thrive in a collaborative environment, leveraging extensive resources to foster client relationships and drive growth.

Wealth Advisor Responsibilities:

• Provide comprehensive financial planning and investment strategies to clients
• Engage in business development through cold outreach and client referrals
• Inherit and manage a portion of an existing client book
• Conduct client meetings and presentations to discuss financial goals
• Collaborate with a Portfolio Manager and support staff for administrative tasks
• Utilize marketing resources to generate leads and cross-sell services
• Maintain a proactive approach to client relationship management

Wealth Advisor Requirements:

• 5-7 years of experience as a financial advisor, with strong wealth planning and technical expertise in investments and tax strategies
• A proven track record in client acquisition and business development
• RIA background is required
• Series 65 license is required
• Bachelor's degree is strongly preferred
• CFP designation is preferred
• Experience with Moneyguide Pro is preferred

Benefits:

• Unlimited PTO, termed as life/balance PTO
• Opportunity to purchase company stock with initial shares awarded upon joining
• Access to HMO and PPO medical options
• Comprehensive benefits information available at the company website