Wealth Advisor | Grow High-Net-Worth Portfolio (Hybrid)

Boutique Recruiting; Los Angeles (CA); Hybrid; USD 170,000 - 200,000; Full time

Benefits offered by this job

Medical coverage from day one

Dental and vision insurance

401(k) with company match

20 vacation days for VP-level

Hybrid flexibility with schedule and 3

Mentorship and leadership support

Job summary

Boutique Recruiting is seeking a driven Wealth Advisor to build and manage a high-net-worth client portfolio. You will lead prospect meetings, develop customized wealth strategies, and collaborate with investment professionals to deliver comprehensive solutions.

Training and mentorship support your growth into a substantial book of business. Ideal candidates are entrepreneurial, excellent communicators, and capable of navigating a hunter-style sales environment while serving executives and

Qualifications

• Bachelor's degree required.
• 2–5 years of wealth management or related financial services experience preferred.
• Active SIE, Series 7, and Series 63 or 65 licenses preferred; ability to obtain before training class.
• Proven success in business development, consultative selling, and relationship management.
• Hunter mentality and ability to build a book of business from ground up.
• Strong communication and interpersonal skills; proficient in MS Office.

Responsibilities

• Develop and grow a portfolio of ultra-high-net-worth clients through prospecting, networking, referrals, and relationship development.
• Independently source and conduct a minimum of 15 prospect meetings per week after training.
• Build trusted relationships with executives and affluent individuals with complex financial needs.
• Identify client goals and investment objectives to develop customized wealth management strategies.
• Lead consultative sales conversations and manage long, relationship-driven sales cycles.
• Collaborate with investment professionals, CPAs, attorneys, and client service teams to deliver comprehensive wealth solutions.
• Continuously expand market knowledge and build a sustainable book of business.

Skills

Relationship building

Prospecting

Networking

Sales

Financial planning

Education

Bachelor's degree

Active SIE

Series 7

Series 63/65

Tools

MS Office

Job description

Boutique Recruiting is seeking a driven Wealth Advisor to build and manage a high-net-worth client portfolio. You will lead prospect meetings, develop customized wealth strategies, and collaborate with investment professionals to deliver comprehensive solutions.

Training and mentorship support your growth into a substantial book of business. Ideal candidates are entrepreneurial, excellent communicators, and capable of navigating a hunter-style sales environment while serving executives and