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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 manage relationships with high-net-worth clients while cultivating new business opportunities.
- Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
- Design and implement tailored long-term investment strategies, adjusting portfolios as needed.
- Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
- Influence product development by sharing insights on advisor and client needs.
- Support business growth by recruiting top talent and onboarding new financial advisors to the platform.
Senior Wealth Advisor Requirements:
- 10+ years of experience in investment advisory with a proven book of business.
- Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
- Excitement about the fintech industry and the opportunity to shape its future.
- Proven ability to thrive in a fast-paced, dynamic environment.
Senior Wealth Advisor Benefits:
- Competitive compensation package, including revenue participation and equity.
- Comprehensive medical, dental, and vision plans.
- Unlimited PTO and paid company holidays.
- Solo 401(k) retirement plan.
- Daily meals and snacks provided.
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: 158241
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Cassie Foster