Independent Financial Advisor

Recruiter: Savannah Bishop

Austin, Texas | Finance | Fully Remote | $25,000 to $30,000 | Job ID: 122625

Job Summary

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A fast-growing boutique Financial Advisory firm is looking for an INDEPENDENT FINANCIAL ADVISOR to make an immediate impact by providing top-tier Financial Advisory services to new and existing clients.

 

The ideal INDEPENDENT FINANCIAL ADVISOR will bring 1-5 years experience as an Advisor, an existing book of at least $5M, and the drive to work with a fast-growing firm.

 

INDEPENDENT FINANCIAL ADVISOR RESPONSIBILITIES:

  • Develop and execute Marketing Plans to Develop New Client Relationships
  • Collaborate with Financial Planning Team to Develop Customized Plans
  • Oversee Full Lifecycle of Client Relationships

INDEPENDENT FINANCIAL ADVISOR REQUIREMENTS:

  • 1-2 years of sales experience
  • Exceptional relationship building
  • Existing billable book of $5M+
  • Series 66 required
  • Demonstrated Ability to Succeed in Fast-Paced Environment

INDEPENDENT FINANCIAL ADVISOR COMPENSATION & BENEFITS:

  • This is a 1099 role with the highest AUM fee payout in the industry
  • Growth Opportunities
  • Remote/Hybrid

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or 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 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: 122625

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Savannah Bishop

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or 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 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.

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Additional Information

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity, Equity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or 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 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.

Goodwin Recruiting