Senior Associate
Recruiting Partner: Warren Mead
Cedar Rapids, Iowa | Accounting & Finance | Not Remote | $80,000 to $90,000 | Job ID: 174055
Job Summary
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A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.
SENIOR ASSOCIATE RESPONSIBILITIES:
- As a member of the client service team, support senior advisors in managing client relationships
- Support with client and prospect meetings, as well as networking events
- Assist in developing financial plans
- Prepare investment portfolio analysis and financial-related projects
- Assist in monitoring and satisfying compliance requirements
SENIOR ASSOCIATE REQUIREMENTS:
- Bachelor's Degree
- 5+ years wealth management experience
- Series 65
SENIOR ASSOCIATE COMPENSATION:
- Excellent Benefits
- 401k with match
- Unlimited discretionary PTO and Summer Fridays
- Significant professional and personal growth opportunities
JOB ID: 174055
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Warren Mead
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Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether 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 work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
