Senior Wealth Advisor – Remote or on-site
Recruiting Partner: Rachel Kiernan
New York, New York | Finance | Not Remote | $150,000 to $500,000 | Job ID: 155691
Job Summary
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If you are looking for an exciting position with an innovative RIA Wealth Management platform that empowers financial advisors with cutting-edge technology, I look forward to speaking with you.
Job Benefits:
- Commission from AUM, plus revenue participation and equity
- Compensation is customized for each advisor depending on their business, 2 biggest components are rev par & Equity.
- Solo 401K
- Unlimited PTO plus paid company holidays
- Stunning NYC office with top-notch amenities
- Daily meals and snacks are provided
- Access to telehealth services, wellness programs, and discounts on alternative medicine
Senior Wealth Advisor Requirements:
- 10+ years of experience in investment advisory with a proven book of business
- Book of business with minimum AUM of 25MM
- Certified as an Investment Advisor Representative (Series 65, Series 7 + 66)
- Excitement about the fintech industry and the opportunity to shape its future
- Proven ability to thrive in a fast-paced, dynamic environment.
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: 155691
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Rachel Kiernan
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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.
