Financial Advisor
Recruiting Partner: Jim Barrineau
Smithtown, New York | Finance | | $85,000 to $300,000 | Job ID: 153883
Job Summary
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Financial Planner
📍 Location: [Insert Location]
🕒 Job Type: [Full-Time/Part-Time]
💰 Salary: [Range or "Competitive, Based on Experience"]
About Us
[Company Name] is a trusted financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. We provide expert guidance on wealth management, retirement planning, tax strategies, and investment solutions. Our team is passionate about delivering personalized financial strategies that drive long-term success.
Job Overview
We are seeking a skilled and client-focused Financial Planner to join our team. In this role, you will work closely with clients to assess their financial needs, develop customized financial plans, and provide strategic advice to help them achieve financial security and growth.
Key Responsibilities
Assess clients' financial situations, goals, and risk tolerance
Develop and implement tailored financial plans, including investment, retirement, tax, and estate strategies
Advise clients on asset allocation, insurance, and financial risk management
Monitor financial plans and adjust strategies based on changing client needs or market conditions
Stay up to date on financial trends, tax laws, and investment opportunities
Build and maintain strong client relationships through regular meetings and communication
Ensure compliance with financial regulations and ethical standards
Qualifications & Skills
Bachelor's degree in Finance, Economics, Business, or a related field (CFP, CFA, or CPA certification preferred)
Proven experience as a financial planner, advisor, or wealth manager
Strong knowledge of investment strategies, retirement planning, and risk management
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills to build client trust
Proficiency in financial planning software and tools
What We Offer
Competitive salary with performance-based bonuses
Growth opportunities and professional development support
Collaborative and supportive team environment
Flexible work options and work-life balance benefits
🔹 How to Apply:
If you're passionate about helping people achieve financial success, we’d love to hear from you! Send your resume and a brief cover letter to [Email Address] or apply through [Company Website].
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. 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: 153883
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Jim Barrineau
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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.
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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.
