Wealth Advisor: Build Your Practice + Equity & Unlimited PTO

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

Benefits offered by this job

Unlimited PTO

Company stock options

Comprehensive health insurance

Wide range of benefits

Job summary

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private wealth advisory practice, grow the book of business, and engage in client meetings and presentations.

Ideal candidates have 5–7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy; CFP/Series 65 preferred; RIAs experience is valued. Salary ranges from $100,000 to $150,000 per year DOE with comprehensive benefits.

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).
• Series 65 license is required.
• Bachelor's degree strongly preferred; CFP designation is a plus.
• Experience with Moneyguide Pro is preferred.

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

Investments

Tax strategy

RIA familiarity

Education

Bachelor's degree

CFP designation preferred

Tools

Moneyguide Pro

Series 65 license

Job description

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private wealth advisory practice, grow the book of business, and engage in client meetings and presentations.

Ideal candidates have 5–7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy; CFP/Series 65 preferred; RIAs experience is valued. Salary ranges from $100,000 to $150,000 per year DOE with comprehensive benefits.