SR. WEALTH MANAGER, BOOMING RIA: GREAT OPPORTUNITY
Recruiter: Jeremy Hamon
Boulder, Colorado | Finance | Hybrid | $150,000 to $200,000 | Job ID: 122905
Job Summary
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An established and fast-growing wealth management firm with $17B AUM is looking for a SR. WEALTH MANAGER to make an immediate impact by providing top-tier financial advisory service to new and existing high net worth clients.
The ideal candidate will be a licensed Wealth Manager (Series 65 & CFP) with 7+ Years of Experience, CFP and a demonstrated history of working with high-net worth clientele on full-cycle of wealth management!
SR. WEALTH MANAGER RESPONSIBILITIES:
- Provide Full Service Wealth Management to High Net Worth Clientele
- Provide Direction to Team to Include Jr. Wealth Managers, Associates, and Related Staff
- Collaborate with Regional Business Development Team & Firm Executives on Key Projects
SR. WEALTH MANAGER REQUIREMENTS:
- Bachelor's Degree & 7+ Years Experience
- Series 65 or 66, CFP Required
- Demonstrated Knowledge of Wealth Management Lifecycle
- Demonstrated Attention to Detail & Self-Organization
SR. WEALTH MANAGER SALARY & REQUIREMENTS:
- Competitive Salary – Forgivable Draw
- Personal Book Transition – Firm Will Help Increase It!
- Excellent Benefits
- Hybrid Role – 2 Office Days Expected
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: 122905
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Jeremy Hamon
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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.
Jeremy Hamon
Senior Recruiter & Training Coach
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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.
Jeremy Hamon
Senior Recruiter & Training Coach
