Wealth Advisor: Grow Client Portfolios & Equity

Boutique Recruiting; Wichita (KS); In loco; USD 80.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Unlimited PTO

Company stock purchase opportunity

Access to HMO and PPO medical options

Descrizione del lavoro

Boutique Recruiting in Wichita, Kansas is seeking a Wealth Advisor passionate about financial planning and client development. This role is pivotal in guiding clients through their wealth management journey.

The ideal candidate will have 5-7 years of experience, strong technical expertise in investments, and a commitment to holistic planning. Benefits include unlimited PTO, stock purchase opportunities, and access to medical options.

Competenze

• 5-7 years of experience as a financial advisor with expertise in wealth planning.
• Proven track record in client acquisition and business development.
• RIA background and Series 65 license required.

Mansioni

• Provide comprehensive financial planning and investment strategies to clients.
• Engage in business development through cold outreach and client referrals.
• Conduct client meetings and presentations to discuss financial goals.

Conoscenze

Financial planning

Client development

Investment strategies

Tax strategies

Client relationship management

Formazione

Bachelor's degree

Strumenti

Moneyguide Pro

Descrizione del lavoro

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
  
  

If you are a Wealth Advisor looking to take the next step in your career, apply now!