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Emerging Store Manager
Walgreens
JERSEY CITY, NJ
Successfully completes Store Manager learning and development program. Completes all required learning and development courses, certification, and any training assigned by Store Manager,…
Added 1 min ago
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Summer 2027 - Data Scientist Intern
SAS
Cary HQ, NC
- $15 to $30 USD / hour
…Our interns aren’t coffee runners – they do real, meaningful work. Our award-winning internship program is focused on development, culture, and community. We’ll help you grow…
Added 6 mins ago
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Meat/Produce Team Associate
Walmart
TIMNATH, CO
- $17 to $30 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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Auto Care Center Technician
Walmart
PUEBLO WEST, CO
- $19 to $32 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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Auto Care Center Service Writer
Walmart
TRINIDAD, CO
- $15.5 to $28.5 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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Auto Care Center Technician
Walmart
TRINIDAD, CO
- $18.5 to $31.5 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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Auto Care Center Team Associate
Walmart
TRINIDAD, CO
- $15.5 to $28.5 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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Home Team Associate
Walmart
PAGOSA SPRINGS, CO
- $19 to $32 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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Pharmacist Clinical Inpatient
UCHealth
Woodland Park, CO
- $59.8 to $83.72 USD / hour
Performance-based pay increase: The Annual Merit Pay Increase recognizes work performance that meets or consistently exceeds performance standards documented through UCHealth's established…
Added 6 mins ago
Dean
GOAL Academy
Craig, CO
Added 6 mins ago
Dean
GOAL Academy
Windsor, CO
Added 6 mins ago
BP
Client Service Representative
Banfield Pet Hospital
Northglenn, CO
- $16.64 to $21.27 USD / hour
…serve through client education and effective communication. Work in a fun team environment that offers a clear career path you can pursue if continued growth and learning is your…
Added 6 mins ago
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Patient Access Registration Specialist
UCHealth
Fountain, CO
- $19.67 to $25.57 USD / hour
Performance-based pay increase: The Annual Merit Pay Increase recognizes work performance that meets or consistently exceeds performance standards documented through UCHealth's established…
Added 6 mins ago
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General Merchandise Team Associate
Walmart
MONUMENT, CO
- $17 to $30 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
Registered Nurse Acuity Adaptable Unit
Intermountain Health
Lafayette, CO
…process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team…
Added 6 mins ago
Registered Nurse Acuity Adaptable Unit
Intermountain Health
Lafayette, CO
…process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team…
Added 6 mins ago
Registered Nurse Acuity Adaptable Unit
Intermountain Health
Lafayette, CO
…process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team…
Added 6 mins ago
CNA Patient Care Tech Site Float
Intermountain Health
Lafayette, CO
Day shift 6:00 a.m. to 6:30 p.m. You will be required to work rotating holidays and weekends based on the needs of the department.
Added 6 mins ago
RN Care Manager
Intermountain Health
Lafayette, CO
…families/caregivers, healthcare providers, payers, community-based providers, and other stakeholders to ensure efficient, effective, and patient-focused care management. This position spans…
Added 6 mins ago
Registered Nurse ACE $15,000 Sign-On Bonus
Intermountain Health
Lafayette, CO
…process by use of technology, therapeutic intervention, evidence-based practice and coordination of care with other health team…
Added 6 mins ago
Rehab Operations Supervisor
Intermountain Health
Wheat Ridge, CO
Demonstrated ability of a high capacity for variable and challenging work, on-time delivery of high-quality work, time management, and task and project management.
Added 6 mins ago
Acute Care Occupational Therapist
Intermountain Health
Wheat Ridge, CO
…physician referrals, and develops care plans with specific goals based on patient…
Added 6 mins ago
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Asset Protection Associate
Walmart
DURANGO, CO
- $21 to $34 USD / hour
Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
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(USA) Member Specialist
Walmart
ARVADA, CO
- $21 to $29 USD / hour
Live Better U is a company paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to…
Added 6 mins ago
Automotive Technician
Bridgestone Americas
Brighton, CO
…guidance of experienced technicians, this role involves hands-on learning to address various automotive systems and services. Automotive Technicians participate in routine inspections,…

Closed listing

Boutique Recruiting

Wealth Advisor

Orange County, CA, United States

$200,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $200,000 USD / year
Closing date: Feb 4, 2027
Experience: 4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or closing business
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: Wealth Advisor

This remote position places a Wealth Advisor in front of ultra-high-net-worth clients across Orange County, with a platform that leads with planning rather than products. The advisor builds a book of business from the ground up, supported by a team that includes associates, coordinators, CPAs, and attorneys who help shape each client plan. Support staffing runs at three support professionals for every advisor, and the firm's Chief Investment Officer is based in Los Angeles, which provides direct access to investment leadership.

The role begins with 13 weeks of structured training, delivered mostly in a virtual format, with no sales expectations during that period. The culture is collaborative and mature, with long-tenured colleagues who work with advisors on client questions and strategy. The position is remote, with client meetings throughout Orange County and a workspace available when needed. The work schedule is flexible, including accommodation for school drop-off and pick-up. Leadership roles are available over time for advisors who build a durable book of business.

Salary Range: $175,000 - $200,000 / Year DOE Plus commission on first-year fees, with higher base compensation considered for candidates who bring significant assets.

Wealth Advisor Responsibilities

Originate and develop relationships with ultra high net worth prospects, with a typical client profile of $5 million to $150 million in investable assets
Hold a minimum of 15 self-sourced prospect and client meetings each week
Manage a long sales cycle by building trust and credibility over time
Lead client conversations with a planning-first approach, learning each client's goals and priorities before recommending solutions
Work with associates, coordinators, CPAs, and attorneys to develop and present comprehensive plans to prospective clients
Build and grow a book of business, with initial targets of approximately $15 million in assets under management in year one and $25 million in year two
Attend the weekly Monday team meeting and complete the 13-week training program
Track meetings and networking activity through the calendar, including occasional evening events

Wealth Advisor Requirements

Must reside in Orange County, CA
4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or closing business
An established professional network, or a demonstrated ability to develop one
Bachelor's degree
SIE, Series 7, and Series 65 or 63 licenses, which may be obtained before the January training start if not already held
Proficiency with the Microsoft suite
Strong capital markets knowledge and the intellectual curiosity to work with executives
High emotional intelligence, an entrepreneurial mindset, and the ability to take feedback and apply it
Understanding of a complex sale and the credibility to act as a trusted advisor
CFP designation is preferred

Benefits

Medical, dental, and vision insurance, with coverage effective from the date of hire
401(k) retirement plan with employer matching
Paid time off and company holidays
Comprehensive training program and a support team staffed at three support professionals per advisor
Remote work arrangement with a flexible schedule
Long-term career growth, including leadership opportunities for advisors who build a strong book of business

Qualified wealth management professionals who want to build a client base on a planning-led platform with deep support should apply today.