Wealth Advisor: Build Your Private Practice + Equity

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

Benefits offered by this job

Life/balance PTO

Company stock options

HMO and PPO medical options

Wide range of benefits

Job summary

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private advisory practice and grow a book of business. You will leverage existing relationships with insurance producers and conduct outreach, delivering tailored financial planning for clients.

Ideal candidates have 5-7+ years in wealth planning, a Series 65 license, and RIAs experience; CFP designation is preferred. This role offers growth within a supportive team environment and competitive compensation.

Qualifications

• 5-7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy.
• Proven track record of client acquisition and business development.
• Experience with Registered Investment Advisors (RIA).
• Possession of Series 65 license.
• Bachelor's degree is strongly preferred.
• Certified Financial Planner (CFP) designation is preferred.
• 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

Business development

Cold outreach

Wealth planning

Investments

Tax strategy

Education

Bachelor's degree

CFP designation

Tools

MoneyGuide Pro

Job description

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private advisory practice and grow a book of business. You will leverage existing relationships with insurance producers and conduct outreach, delivering tailored financial planning for clients.

Ideal candidates have 5-7+ years in wealth planning, a Series 65 license, and RIAs experience; CFP designation is preferred. This role offers growth within a supportive team environment and competitive compensation.