Wealth Advisor: Grow Clients, Plan Wealth & Impact
Boutique Recruiting
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Benefits offered by this job
Job summary
Boutique Recruiting is seeking a Wealth Advisor in Wichita, KS, focused on holistic financial planning and client development. The role emphasizes wealth management, cross-selling services, and collaborating with a Portfolio Manager to service an expanded client base.
The ideal candidate has 5-7 years of advisory experience, a Series 65, and an RIA background, with a preference for CFP and a Bachelor’s degree. This on-site opportunity offers strong growth and comprehensive benefits.
Qualifications
- 5-7 years of experience as a financial advisor with wealth planning expertise.
- Proven track record in client acquisition and business development.
- RIA background required.
- Series 65 license required.
- Bachelor's degree preferred.
- CFP designation preferred.
- Experience with MoneyGuide Pro preferred.
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
Skills
Education
Tools
Job description
Boutique Recruiting is seeking a Wealth Advisor in Wichita, KS, focused on holistic financial planning and client development. The role emphasizes wealth management, cross-selling services, and collaborating with a Portfolio Manager to service an expanded client base.
The ideal candidate has 5-7 years of advisory experience, a Series 65, and an RIA background, with a preference for CFP and a Bachelor’s degree. This on-site opportunity offers strong growth and comprehensive benefits.
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