What are the responsibilities and job description for the Wealth Advisor position at Boutique Recruiting?
Position Title: Wealth Advisor
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. 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
This role is a great opportunity for a motivated individual to start a private wealth advisory practice in Atlanta. 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 a book of business from scratch with a focus on client acquisition
- Engage in client meetings and presentations to deliver comprehensive financial planning
- Utilize marketing resources and cross-selling opportunities to generate leads
- Work collaboratively with a dedicated Client Service Representative for administrative support
- Develop a holistic financial strategy, incorporating investments and tax planning
- 5-7 years of experience as a financial advisor with a focus on wealth planning
- Proven track record in client acquisition and business development
- Experience with Registered Investment Advisors (RIA)
- Series 65 certification
- Bachelor's degree is strongly preferred
- CFP designation is preferred
- Experience with MoneyGuide Pro is preferred
- Unlimited PTO, referred to as life/balance PTO
- Opportunity to acquire company stock with shares awarded upon joining
- HMO and PPO medical options available
- Comprehensive benefits can be reviewed at the provided benefits website