Wealth Advisor: Build Your Private Practice + Equity
Boutique Recruiting
Boutique Recruiting is seeking a motivated Wealth Advisor to establish a private wealth advisory practice in Dallas, Texas. The successful candidate will utilize existing relationships to grow the business, focusing on high-value clients with $1 million to $3 million in assets. Responsibilities include building a book of business, conducting client meetings, and working closely with a dedicated team. Qualifications include 5-7 years of relevant experience, Series 65 certification, and a Bachelor's degree. Join us for significant growth opportunities in a supportive environment. #J-18808-Ljbffr Boutique Recruiting
Vacancy posted 5 days ago
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