Careers at Boutique Wealth Solutions

Join a Team That’s Scaling Personalized Advice with Purpose.

At Boutique Wealth Solutions, we’re not just building a firm — we’re designing a boutique ecosystem where advisors, planners, and service professionals can do their best work while delivering deeply personal financial guidance.

We believe in scaling through integration, not aggregation — which means our team is just as important as our strategy. We’re looking for thoughtful, mission-driven professionals who care about the how, not just the what.

Who We’re Looking For

We serve clients with unique planning complexities — from higher education professionals to faith-driven families to small business owners — and we need a team that can meet them with intelligence, empathy, and excellence.

Whether you’re a seasoned CFP®, a client service pro, or someone ready to grow in the wealth management space, we’d love to hear from you.

Current & Upcoming Roles

Head of Planning (CFP® Required)

Lead the development of our firmwide planning strategy. Monitor changes in tax law, retirement plans, and regulations (e.g., 403(b), small business tax credits), and equip each boutique brand with the insights and tools needed to stay ahead. Partner with advisors to build scalable, segment-specific planning environments.

Lead Advisors

Serve clients in higher complexity segments with customized guidance and collaborative planning. Must have deep planning experience and comfort working with cross-disciplinary teams.

Planning Associates

Support advisors with financial planning preparation, analysis, and plan delivery. Great for those pursuing or recently certified as a CFP®.

Client Service Coordinators

Be the glue between clients and advisors. Manage communications, scheduling, and client onboarding — and help deliver a concierge experience that reflects our brand values.

Operations & Integration Manager

Work behind the scenes to support acquisitions, onboard new firms into our tech and planning environment, and ensure smooth transitions for clients and teams.

Why Work With Us?

  • Mission-driven platform: We're building firms that serve real people with real complexity — not just assets.

  • Boutique culture, modern systems: Intimate teams supported by top-tier technology.

  • Opportunities for leadership: As we grow, we’re creating space for team members to lead and shape our future.

  • Remote flexibility + rooted culture: We support hybrid work environments, but never lose our sense of connection.

Let’s Build Something That Matters

We’re not just hiring people — we’re building a community of professionals who care about doing this work well. If you want to grow your career in a firm that values excellence, intentionality, and lasting impact, we’d love to hear from you.

[Explore Open Roles]
[Submit a General Application]