Wealth Advisor - Path to Ownership & Leadership

Boutique Recruiting; Broadview Heights (OH); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

401(k) Safe Harbor match

Paid time off

Job summary

Boutique Recruiting in Broadview Heights, OH, seeks a Wealth Advisor to join a two-year transition toward ownership of a high‑growth practice. You will work with the founding advisor, initially serving a large orphan client base and gradually taking over meetings, the branch, and the business itself.

The role blends investment, advisory, insurance, retirement planning and financial planning, with a planning background and CFP/ChFC or progress toward one preferred.

Qualifications

• Candidates should have a strong planning background with tax and estate planning exposure.
• Licenses such as FINRA Series 7 and 63 (and 65/66 where applicable) are required or pursued.
• Experience in financial advisory with client service focus is essential.

Responsibilities

• Learn the platform, systems, and operations alongside the current advisor to enable eventual ownership.
• Serve a large base of orphan clients from day one and progressively assume meetings.
• Provide comprehensive financial planning and investment advice, including tax and estate planning.
• Manage portfolios and advisory accounts while building relationships with retirement plan clients.
• Work with the team to improve client service and business operations, aiming for leadership.

Skills

Client relationship skills

Financial planning background

Microsoft Word

Microsoft Outlook

Onsite work

Education

CFP or ChFC designation or progress toward one

CPA or attorney background

High school diploma

Tools

Microsoft Word

Microsoft Outlook

Job description

Boutique Recruiting in Broadview Heights, OH, seeks a Wealth Advisor to join a two-year transition toward ownership of a high‑growth practice. You will work with the founding advisor, initially serving a large orphan client base and gradually taking over meetings, the branch, and the business itself.

The role blends investment, advisory, insurance, retirement planning and financial planning, with a planning background and CFP/ChFC or progress toward one preferred.