Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Financial Advisor role at a boutique wealth management consultancy involves client-facing responsibilities focused on growing a book of business and delivering holistic financial services.
Responsibilities and impact
The advisor will develop new client relationships, participate in networking events, collaborate with internal teams for client presentations, and ensure high client satisfaction through diligent service.
Compensation and benefits
Compensation includes up to $200k guaranteed income plus additional incentives, with an on-target earnings range of $250-280k in the first year.
Experience and skills
Candidates must have 3-5 years in client acquisition within wealth management or financial services, hold a Series 7 license (Series 66 and CFP or CFA preferred), be detail-oriented, strong communicators, and thrive in a high-growth team environment.
Career development
The company offers a proven growth path with opportunities for personal brand development through social content, webinars, and speaking engagements, as well as advancement in a rapidly growing firm.
Work environment and culture
The culture is described as startup-like with serious credibility, emphasizing an entrepreneurial, collaborative, and ambitious environment.
Company information
The client is a rapidly growing boutique wealth management consultancy that has scaled from $500M to over $1B assets under management in the past year.
Application process
Candidates should note that due to high application volume, only the best-suited applicants will be contacted; interested candidates can follow the recruiting firm's LinkedIn for updates.
Unique job features
The role offers diverse hands-on experience beyond basic planning, including tax, estate, and portfolio management exposure, and emphasizes personal brand growth and recognition for excellence.
Company overview
Sales Talent Agency Inc. specializes in recruiting top-tier sales professionals for various industries, helping companies build high-performing sales teams. They generate revenue through recruitment fees paid by client companies for successful placements. Founded in 2007, the agency has established itself as a leader in sales recruitment in North America, known for its proprietary DNA/PRO methodology that ensures a precise match between candidates and employers. Their extensive network and industry expertise make them a trusted partner for businesses seeking sales talent.
How to land this job
Position your resume to highlight your experience in client acquisition within wealth management or financial services, emphasizing a minimum of 3-5 years in similar roles and your relevant licenses such as Series 7 and Series 66, with CFP or CFA credentials if applicable.
Focus on showcasing your ability to build trust and deliver exceptional client service, detailing your skills in developing relationships, managing multiple priorities, and working effectively in a high-growth, team-oriented environment.
Apply through multiple channels including the Sales Talent Agency corporate website and LinkedIn to maximize your visibility and chances of being noticed by recruiters.
Connect with professionals in the wealth management division at Sales Talent Agency on LinkedIn. Use ice breakers like commenting on their recent posts about client success stories or asking about their approach to holistic financial planning to start meaningful conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client acquisition,' 'wealth management,' 'Series 7,' 'Series 66,' 'CFP,' 'CFA,' 'holistic approach,' and 'client satisfaction' to ensure it passes initial screenings.
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