Junior Wealth Advisor
Recruiter: Josh Pace
Tallahassee, Florida | Finance | | $100,000 to $125,000 | Job ID: 103874
Job Summary
To Apply for this Job Click Here
An established and expanding wealth management firm is looking for a WEALTH ADVISOR to make an immediate impact by providing top-tier financial advisory services to high-net-worth clients.
The ideal WEALTH ADVISOR will bring 5+ years of progressive experience, CFP designation or working on it, and a Series 66 preferred. The candidate will also bring the demonstrated ability to operate in a fast-paced environment on a client-focused team.
WEALTH ADVISOR RESPONSIBILITIES:
- Support Managing Director by Managing Wealth Management Life Cycle for High Net Worth Clients
- Manage All Aspects of Client Accounts
- Collaborate with Team & Internal Staff to Continually Improve Client Experience
- Take the lead on 20+ 401K accounts
WEALTH ADVISOR REQUIREMENTS:
- Bachelor's Degree and 3+ Years of Experience in Wealth Management
- CFP Preferred, Series 66 Preferred
- Demonstrated, Drive & Grit as a True Team Player
WEALTH ADVISOR SALARY & REQUIREMENTS:
- Competitive Salary
- Excellent Benefits
- Growth Opportunities at Booming Firm
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: 103874
#post
Josh Pace
To Apply for this Job Click Here
Share This Job
Share This Job
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.
Josh Pace
Senior Recruiter
I Want More Jobs Like This In My Inbox Weekly.
Powered by Dalia
Executive Recruiter – Wealth Management
Executive Recruiter – Wealth Management
Senior Controller – Sport Stadium
Corporate Tax Manager
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.
Josh Pace
Senior Recruiter
