Wealth Advisor: Build Your Private Practice + Equity

Boutique Recruiting; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Company stock options

Access to HMO and PPO medical options

Job summary

Boutique Recruiting is seeking a motivated Wealth Advisor to establish a private wealth advisory practice in Dallas, Texas. The successful candidate will utilize existing relationships to grow the business, focusing on high-value clients with $1 million to $3 million in assets.

Responsibilities include building a book of business, conducting client meetings, and working closely with a dedicated team. Qualifications include 5-7 years of relevant experience, Series 65 certification, and a Bachelor's degree. Join us for significant growth opportunities in a supportive environment.

Qualifications

• 5-7 years of experience as a financial advisor required.
• RIA background mandatory.
• Proven track record in client acquisition.

Responsibilities

• Build a book of business from scratch.
• Conduct client meetings to deliver financial planning.
• Collaborate with team members on client accounts.

Skills

Client acquisition

Wealth planning

Tax strategy

Investments

Proactive outreach

Education

Bachelor's degree

Series 65 certification

CFP designation

Tools

Moneyguide Pro

Job description

Boutique Recruiting is seeking a motivated Wealth Advisor to establish a private wealth advisory practice in Dallas, Texas. The successful candidate will utilize existing relationships to grow the business, focusing on high-value clients with $1 million to $3 million in assets.

Responsibilities include building a book of business, conducting client meetings, and working closely with a dedicated team. Qualifications include 5-7 years of relevant experience, Series 65 certification, and a Bachelor's degree. Join us for significant growth opportunities in a supportive environment.