Wealth Manager, Growing RIA: Great Opportunity
Recruiter: John Broker
Boca Raton, Florida | Finance | Hybrid | $100,000 to $120,000 | Job ID: 122878
Job Summary
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An established and fast-growing wealth management firm with $17B AUM is looking for a 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 with 3+ Years of Experience, CFP Preferred, that has the desire to work with a great team in a fast-paced environment.
The firm places a premium on helping employees to reach their goals in the wealth management space in a timely manner!
WEALTH MANAGER RESPONSIBILITIES:
- Primary Point of Contact for Firm HNW Clientele for Team & Personal Book if Applicable
- Provide Full Service Wealth Management to High Net Worth Clientele
- Provide Operational, Relationship Management, Analysis & Related Support to Sr. Advisors with Support of Associate Team
- Collaborate with Sr. Advisors & Related Staff on Firm Wide Projects
WEALTH MANAGER REQUIREMENTS:
- Bachelor's Degree & 3+ Years Experience
- Series 65 or 66, CFP Preferred
- Demonstrated Knowledge of Wealth Management Lifecycle from Business Development to Wealth Strategy Implementation
- Demonstrated Attention to Detail & Self-Organization
WEALTH MANAGER SALARY & REQUIREMENTS:
- Competitive Salary – Forgivable Draw
- Personal Book Welcome – Firm Will Help Fill 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: 122878
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John Broker
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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.
John Broker
Senior Recruiter
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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.
John Broker
Senior Recruiter
