Senior Wealth Manager
Recruiter: Jared Clark
Seattle, Washington | Finance | Hybrid | $150,000 to $200,000 | Job ID: 124037
Job Summary
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Our esteemed wealth management client, with an impressive $17 billion in assets, is expanding its team and seeks Senior Wealth Managers throughout the United States. The role is designed for individuals who have honed their skills in managing substantial wealth, with a professional track record spanning 3-10 years.
Key Qualifications:
- Bachelor's degree in finance or a closely related discipline.
- Active Series 65 or 66 and CFP credentials.
- Proven expertise in guiding high-net-worth individuals through complex financial landscapes.
Role Expectations:
- Provide comprehensive wealth management services to an elite clientele.
- Lead a team of junior wealth managers and support staff with clarity and vision.
- Collaborate effectively on large-scale projects with regional and executive leadership.
Compensation and Benefits:
- A competitive remuneration package with performance-based bonuses.
- Support to enhance and expand your client portfolio.
- A robust benefits program.
- A hybrid working model offering a blend of remote and in-office engagement.
If you're poised for a new challenge and eager to elevate your career within a supportive and dynamic environment, we invite you to submit your resume. Join a company where your contributions are valued and your professional growth is a shared priority.
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: 124037
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Jared Clark
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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.
Jared Clark
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.
Jared Clark
Recruiter
