Wealth Advisor - Hybrid, High-Net-Worth Clients

Boutique Recruiting; San Diego (CA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with Safe Harbor match after 1y

Hybrid work environment

Flexible time off

Paid company holidays

Job summary

Boutique Recruiting is seeking a Financial Advisor to join a growing registered investment advisory firm. You will manage and deepen client relationships, assess goals and risk tolerance, develop investment strategies, and discuss portfolio performance and market trends.

The role offers warm leads, a relationship-driven approach, and autonomy within a growing practice. The firm manages approximately $99 million in AUM and serves clients with $2–$10 million in net worth, emphasizing meaningful

Responsibilities

• Build and manage trusted relationships with current and prospective clients, providing consultative financial guidance tailored to their goals, priorities, and long-term aspirations
• Assess client needs, financial objectives and risk tolerance to recommend and execute appropriate investment strategies and asset allocations
• Lead prospect and client meetings, clearly communicating investment performance, economic conditions and relevant market trends
• Develop new business through firm-provided warm leads, professional networking, industry groups and relationship-driven outreach
• Onboard new clients and provide ongoing portfolio management, financial education and proactive guidance
• Conduct market research and analysis to identify trends, client needs and potential investment or business opportunities
• Track portfolio and investment data while using critical thinking to evaluate the future performance of stocks, bonds, funds and other investment strategies

Job description

Boutique Recruiting is seeking a Financial Advisor to join a growing registered investment advisory firm. You will manage and deepen client relationships, assess goals and risk tolerance, develop investment strategies, and discuss portfolio performance and market trends.

The role offers warm leads, a relationship-driven approach, and autonomy within a growing practice. The firm manages approximately $99 million in AUM and serves clients with $2–$10 million in net worth, emphasizing meaningful