Boutique Recruiting · 6 days ago
Junior Advisor
St Louis, MO
Full-time
Onsite
Entry Level
$60K/yr - $90K/yr
2+ years expBoutique Recruiting is a purpose-driven wealth management and investment firm seeking three Junior Advisors to join their fast-growing, faith-driven team. This role involves hands-on client service, operations, and portfolio support, with a pathway to client-facing advisory work and portfolio construction.
EmploymentRecruitingStaffing Agency
Responsibilities
Open new client accounts and process money movements accurately and efficiently
Handle client paperwork, documentation, and operational workflows
Interface directly with clients and support ongoing service needs
Assist with portfolio implementation and ongoing account maintenance
Support advisors in meetings and gradually take on client-facing responsibilities
Learn and apply firm investment philosophy, ETFs, and money management strategies
Collaborate across operations, advisory, and institutional teams
Grow into an advisory or wholesaler-focused role based on strengths and performance
Qualification
Required
Bachelor's degree
Series 65 or 66
Series 63 or 66; Series 7 required for wholesaler track
2+ years of experience in financial services or advisory support
High attention to detail and strong organizational skills
Comfortable with technology and learning new systems
Values-aligned with a faith-centered client base and culture
Curious, driven, and eager to grow into a long-term advisory role
Benefits
Bonus opportunity of ~$10K–$15K in year one
Clear development path to full Advisor or Wholesaler roles
Mentorship from CFPs and CFAs with support toward credentialing
20 days of PTO + NYSE holidays
401(k) with company match
70% employer-paid health insurance for employees and spouse
High-integrity, partnership-minded culture with significant growth ahead
Company
Boutique Recruiting
Boutique Recruiting provides staffing, employment, temporary and permanent recruiting services for the accounting and finance sectors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Innesa Burrola
CEO and President
Leonel J. Burrola
Chief Financial Officer
Recent News
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