Wealth Management Professional
7 days ago
Boutique Recruiting is seeking a Wealth Management Professional to join its team in a wealth management firm specializing in client-focused financial advisory services. This is an excellent opportunity to work closely with high-net-worth clients, supporting account management and facilitating client success. Key Responsibilities:
* Segment and manage a client book of approximately 250 accounts, focusing on high-net-worth clients
* Onboard new clients, handle asset transfers, and ensure seamless client communication
* Schedule appointments for advisors, troubleshoot client issues, and support client strategy sessions
* Collaborate with Financial Planning and Client Service Associates to ensure top-tier client service
* Engage in operational tasks, including asset management and client onboarding
Requirements:
* 7+ years of experience in financial services, ideally within wealth management or similar fields
* Active Series 7, 63, 65, or 66 licenses
* Experience managing high-net-worth client relationships (average net worth around $500K+)
* Preferred experience with Schwab and platforms like E-Money, Wealthbox, and Orion
* CFP or registered status is preferred but not required
* Strong attention to detail, independence, and teamwork orientation
Benefits:
* Medical, dental, and vision insurance
* 401(k) plan
* Paid time off
* Paid holidays
* Professional Development Opportunities
* Supportive team environment and client-centered company culture
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