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Our client, a leader that's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high net worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.
Senior Wealth Advisor Responsibilities:
- Develop and nurture client relationships, supporting Business Development efforts.
- Collect and analyze both quantitative and qualitative client data, assisting in defining their financial planning and investment goals.
- Provide comprehensive financial advice including investment strategy, tax planning, retirement planning, estate planning, and more.
- Identify and address potential client issues, clarify goals, and prepare financial plans.
- Design and implement long-term investment strategies and asset allocations.
- Collaborate with third-party service providers across various specialties to optimize client outcomes.
- Offer insights to Product Development for platform enhancement.
Senior Wealth Advisor Requirements:
- 10+ years of investment advisory experience.
- Existing client book of business.
- Certified as an Investment Adviser Representative (Series 65, Series 7 + 66)
- Excitement for the Fintech industry.
Senior Wealth Advisor Benefits:
- Comprehensive medical, dental, and vision plans.
- Unlimited PTO and paid company holidays.
- Solo 401(k) retirement plan.
- Competitive compensation package including Revenue Participation and Equity.
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 158239
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Cassie Foster