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A rapidly growing wealth advisory firm wants to add an Associate Advisor to support their high-net-worth clients.
ASSOCIATE ADVISOR RESPONSIBILITIES:
- As a member of the client service team, support senior advisors in managing client relationships
- Support with client and prospect meetings, as well as networking events
- Assist in developing financial plans
- Prepare investment portfolio analysis and financial-related projects
- Assist in monitoring and satisfying compliance requirements
ASSOCIATE ADVISOR REQUIREMENTS:
- Bachelor's Degree
- 4+ years wealth management experience
- Series 65
ASSOCIATE ADVISOR COMPENSATION:
- Excellent Benefits
- 401k with match
- Unlimited discretionary PTO and Summer Fridays
- Significant professional and personal growth opportunities
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: 158484
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Meredith Schmeltz