Wealth Advisor: Build Your Pasadena Private Practice

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

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.