Wealth Advisor

Boutique Recruiting

Position Title: Wealth Advisor

This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.

Wealth Advisor Responsibilities:

Build and manage a book of business from scratch
Conduct client meetings and presentations
Provide comprehensive financial planning services
Collaborate with a Portfolio Manager and support team for client solutions
Engage in marketing efforts and identify cross-selling opportunities
Utilize administrative support for efficiency in client management
Prospect for new clients and maintain ongoing relationships

Wealth Advisor Requirements:

5-7 years of experience as a financial advisor with a strong foundation in wealth planning
Proven track record in client acquisition and business development
Experience in a Registered Investment Advisor (RIA) environment
Possession of Series 65 license
Bachelor's degree is strongly preferred
CFP certification is preferred
Experience with Moneyguide Pro is preferred

Benefits:

Unlimited PTO, promoting work-life balance
Opportunity to acquire company stock with initial shares awarded upon joining
Medical benefits with HMO and PPO options
Access to comprehensive benefits information online

If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1

Apply

Vacancy posted 4 days ago

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