Wealth Advisor

To Apply for this Job Click Here

The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively.

Transitioning can feel overwhelming, but we’ve guided dozens of advisors through the process, handling thousands of accounts along the way. From securing office space to setting up your tech stack, managing paperwork, and arranging insurance, we’re with you every step of the journey.

You don’t need to know how to handle every detail—that’s what we’re here for. All you need to focus on is having conversations with your clients. Say goodbye to unnecessary hurdles, half payouts, regional managers, and the pressure to push bank products. With payouts exceeding 80% and support from a knowledgeable, accessible leadership team backed by the nation’s largest independent broker/dealer, you can finally put your practice first.

Wealth Advisor Benefits:

• Competitive compensation package. (80 to 90% payouts)
• Backed by a very large broker-dealer.
• Supportive and collaborative team environment: Trading, Compliance and Operations

Wealth Advisor Responsibilities:

• Build and maintain strong client relationships.
• Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance.
• Conduct financial needs assessments and develop personalized financial plans.
• Manage client portfolios and provide ongoing investment management services.
• Educate clients on financial concepts and market trends.
• Generate leads and build a strong referral network.
• Comply with all applicable regulatory and compliance requirements.

Independent Financial Advisor Qualifications:

• Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production)
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving skills.
• Client-focused and results-oriented.
• Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus.
• A Bachelor's degree in finance or economics or a related field is preferred.

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: 150418

#post

Greg McLogan

To Apply for this Job Click Here