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Our client, a leader who's pivotal in shaping the future of wealth management through Fintech, is seeking a Senior Wealth Advisor with a transferable book of business for their growing team. In this dynamic role, you'll actively manage high-net-worth client relationships and portfolios while also nurturing new client leads. Collaborating with Product Development and M&A teams, you'll influence the direction of the advisor technology platform, recruit top talent, and facilitate staff training.
Senior Wealth Advisor Responsibilities:
- Develop and manage relationships with high-net-worth clients while cultivating new business opportunities.
- Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more.
- Design and implement tailored long-term investment strategies, adjusting portfolios as needed.
- Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services.
- Influence product development by sharing insights on advisor and client needs.
- Support business growth by recruiting top talent and onboarding new financial advisors to the platform.
Senior Wealth Advisor Requirements:
- 10+ years of experience in investment advisory with a proven book of business.
- Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
- Excitement about the fintech industry and the opportunity to shape its future.
- Proven ability to thrive in a fast-paced, dynamic environment.
Senior Wealth Advisor Benefits:
- Competitive compensation package, including revenue participation and equity.
- Comprehensive medical, dental, and vision plans.
- Unlimited PTO and paid company holidays.
- Solo 401(k) retirement plan.
- Stunning NYC office with top-notch amenities.
- Daily meals and snacks are provided.
- Access to telehealth services, wellness programs, and discounts on alternative medicine.
If you’re ready to take your career to the next level and play a key role in the future of wealth management, we’d love to hear from you!
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: 149071
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Cassie Foster