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Added 6 mins ago
GF
Front Desk for GF Fitness Newington
GF Fitness Newington
Newington, CT
- $16.94 USD / hour
We are seeking a friendly and organized Front Desk Associate to join our team! As the Front Desk Associate, you will be the first point of contact for our customers. You will greet…
Added 10 mins ago
Territory Retail Lead Trainee - Murray, KY (C)
Retail Execution East LLC
United States
The majority of responsibility for the Territory Sales Trainee is to drive sales and meet retailer and client expectations. The Territory Sales Trainee will also be responsible for project…
Added 10 mins ago
Territory Retail Lead - Philadelphia, MS
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 10 mins ago
Territory Retail Lead - Ontario, OR
Retail Execution West LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 10 mins ago
Territory Retail Lead - North Augusta, SC
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 10 mins ago
Territory Retail Lead - Mount Pleasant, SC
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 10 mins ago
Territory Retail Lead - La Grande, OR
Retail Execution West LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 10 mins ago
Territory Retail Lead - Covington, LA
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 10 mins ago
Retail Merchandiser - Wytheville, VA
Retail Execution East LLC
United States
…Merchandisers standards to drive sales and meet retailer and client expectations This position is under the supervision of the Market Sales Manager but daily communication and follow-up…
Added 10 mins ago
Retail Merchandiser - Fort Lauderdale, FL
Retail Execution East LLC
United States
…Merchandisers standards to drive sales and meet retailer and client expectations This position is under the supervision of the Market Sales Manager but daily communication and follow-up…
Added 10 mins ago
Retail Merchandiser - Clinton, AR
Retail Execution West LLC
United States
…Merchandisers standards to drive sales and meet retailer and client expectations This position is under the supervision of the Market Sales Manager but daily communication and follow-up…
Added 14 mins ago
Retail Merchandiser - Boca Raton, FL
Retail Execution East LLC
United States
…Merchandisers standards to drive sales and meet retailer and client expectations This position is under the supervision of the Market Sales Manager but daily communication and follow-up…
Added 48 mins ago
Territory Retail Lead - Pittston, PA
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Pine Bluff, AR
Retail Execution West LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Philadelphia, PA
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Painted Post, NY
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Nottingham, MD
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - New Berlin, WI - Retention Bonus!
Retail Execution West LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Morgantown, WV
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Martinsburg, VA
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Marquette, MI
Retail Execution West LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Lanoka Harbor, NJ (C)
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Landover Hills, MD (C)
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Keyser, WV
Retail Execution East LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…
Added 48 mins ago
Territory Retail Lead - Hot Springs, AR (C)
Retail Execution West LLC
United States
…the assigned associates to drive sales and meet retailer and client expectations. The Territory Sales Lead will also be responsible for project completion, stocking and maintaining the…

Closed listing

Boutique Recruiting

JR Advisor

Austin, TX, United States

$80,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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Job details

Pay: $80,000 USD / year
Closing date: Feb 4, 2027
Posting language: English
Posted: Nov 6, 2026

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Original job description

Archived listing. The details below describe a past opening.

Position Title: JR Advisor

A seasoned wealth advisor with decades of experience and a standing in the top 5% of her field is looking for a successor, and this position is the first step toward that role. The Jr Advisor learns her planning methods directly from her, works with a smaller book of loyal, high-net-worth families, and takes on client relationships in stages. The work centers on multigenerational wealth planning, with an average client relationship of approximately $2.85M.

The position carries no cold calling and no heavy marketing expectations. The focus remains on serving established clients, supporting financial planning, and building toward the lead advisor seat. The practice is a small, sole-practitioner office with remote administrative support for meeting preparation and calendar management. Potential future equity and succession opportunities exist for the right person. Candidates who value direct mentorship and a defined path forward will find a clear structure here. Thank you for taking the time to review this opportunity.

Salary Range: $70,000 - $80,000 / Year DOE

JR Advisor Responsibilities

Participate in client meetings and help manage ongoing client relationships
Assist with financial planning, portfolio reviews, and meeting preparation
Open accounts and manage client documentation
Respond to client questions and deliver a high standard of client service
Maintain accurate client records and spreadsheets
Communicate with clients during important life events
Coordinate with administrative staff to support daily operations
Learn the advisor's processes and approach, and gradually assume responsibility for managing client relationships

JR Advisor Requirements

Active Series 7 and Series 66 licenses
Minimum of 2 years of experience as a Client Service Associate or Advisor, with Junior Advisor experience most preferred
Strong Excel skills and analytical ability
Excellent communication and customer service skills, with comfort working directly with clients
Ability to manage client accounts, documentation, and financial planning tasks
Willingness to be trained according to the advisor's specific processes and approach
Ability to work onsite five days per week, Monday through Friday, 8:00 a.m. to 5:00 p.m.
Bachelor's degree or equivalent relevant experience
Background at a wealth management firm such as Merrill Lynch or Northwestern Mutual, or a similar firm is preferred

Benefits

Employer-paid contribution toward medical insurance
401(k) retirement plan with employer matching and a potential discretionary profit-sharing contribution
Paid time off that increases after the first year
Employee assistance program and additional employee perks
Employee-paid short-term disability, long-term disability, and life insurance options
Direct mentorship and a defined path toward advisor responsibilities

If you hold your Series 7 and 66 and want to learn a proven planning practice and grow into a lead advisor role, apply today.

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More about this job

Skills

Cold calling
Financial planning
Documentation
Communicate with customers
Microsoft Excel
Communication skills
Customer service

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