Job Summary

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Senior Wealth Advisor (High-Net-Worth Focus | Fintech Platform)

A fast-growing fintech-driven wealth management platform is seeking a Senior Wealth Advisor with a transferable book of business to join its expanding advisory team. This role is designed for a seasoned advisor who wants to actively manage client relationships while helping shape the future of modern wealth management through technology, product innovation, and strategic growth initiatives.

This is a highly visible, impact-driven role offering meaningful autonomy, revenue participation, and equity upside.

Responsibilities

Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships
Grow assets under management by onboarding a transferable book of business and cultivating new client opportunities
Deliver holistic financial planning across:
- Investment strategy and portfolio construction
- Tax-aware planning
- Retirement and estate planning
- Equity compensation and stock options
Design, implement, and rebalance customized investment strategies aligned with client goals and market conditions
Coordinate with external specialists (tax, trust & estate, insurance) to deliver comprehensive advice
Partner with internal Product Development and M&A teams to influence the evolution of the advisor technology platform
Contribute to firm growth by recruiting, onboarding, and mentoring other financial advisors
Support training initiatives and help scale best practices across the advisory organization

Qualifications & Experience

10+ years of experience in investment advisory or wealth management
Proven, transferable book of business with high-net-worth clients
Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
Strong client-facing presence with the ability to manage complex financial relationships independently
Entrepreneurial mindset with enthusiasm for fintech and technology-enabled advisory models
Ability to thrive in a fast-paced, high-growth environment with evolving priorities

Compensation & Benefits

Highly competitive compensation structure, including revenue participation and equity ownership
Comprehensive medical, dental, and vision coverage
Unlimited PTO plus paid company holidays
Solo 401(k) retirement plan
Daily meals and snacks provided

Why This Role

Influence the future of wealth management technology and advisor experience
Maintain autonomy over client relationships while gaining platform-level scale
Participate meaningfully in firm growth, value creation, and long-term upside
Join a forward-thinking, advisor-centric fintech organization built for the next generation of wealth management

JOB ID: 171694

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Antoine Roberts

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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.