Job Summary

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An established and growing investment management firm is looking for a SR. WEALTH ADVISOR to manage a join their team and make an immediate impact bu providing hands-on oversight and business development for the region.

The ideal SR. WEALTH ADVISOR will bring 7+ years of experience in wealth management to include advisory, planning, business development and staff mentorship.

This is a hybrid role with office presence expected.

Relocation candidates encouraged to apply.

SR. WEALTH ADVISOR RESPONSIBILITIES:

Provide Full Oversight for Regional Book of Business
Provide White Glove Service to HNW Clientele
Manage & Mentor Regional Advisors
Oversee Business Development Efforts for New Business

SR. WEALTH ADVISOR REQUIREMENTS:

7+ Years of Wealth Management Experience to Include Advisory & Business Development
Series 7 & 66, CFP Preferred. Bachelors required.
Demonstrated Success in Growth Oriented Roles
Community, Client First Mindset

SR. WEALTH ADVISOR SALARY & BENEFITS

Excellent OTE Potential
Great Benefits
Supportive Company Culture
Opportunity to Grow Regional Business

JOB ID: 170439

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John Broker

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Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

Kalyn joined Goodwin Recruiting with over a decade of experience in operations, leadership, and hospitality management. She’s known for her values-driven approach, strong team-building skills, and commitment to excellence. Kalyn’s experience across industries - ranging from medical and construction to hospitality and finance - has made her highly effective in full-cycle recruiting.