Sr. Associate Wealth Manager
Recruiting Partner: Shon Watson
Waterloo, Wisconsin | Finance | Not Remote | $75,000 to $95,000 | Job ID: 159487
Job Summary
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Sr. Associate Wealth Manager
Join a growing, client-centric wealth advisory firm that serves high-net-worth families and business owners. This Sr. Associate Wealth Manager role offers the opportunity to grow within a collaborative, team-based environment focused on delivering comprehensive financial strategies—not selling products.
Sr. Associate Wealth Manager and Compensation:
• Base salary: $75,000–$95,000, plus 10% annual bonus
• 401(k) plan with company match
• Unlimited discretionary PTO
• Excellent medical, dental, and vision benefits
• In-person, team-based environment with significant opportunities for professional development
Sr. Associate Wealth Manager Requirements & Qualifications:
• 4+ years of experience in wealth management or financial services
• Series 65 or 66 license required
• Bachelor's degree in a business-related field
• Hands-on experience with portfolio analysis, financial plan preparation, and CRM/workflow systems
• Familiarity with platforms such as Schwab Institutional, eMoney Advisor, and Black Diamond
• Capable of participating in client/prospect meetings and supporting compliance tracking
• Strong organizational, communication, and independent project management skills
Sr. Associate Wealth Manager Preferred Background & Skills:
• CFP designation (preferred or in progress)
• Experience working in a team-based RIA or financial advisory firm with a holistic service approach
If you're looking to make an impact and grow your career in a values-driven, growth-focused environment, we encourage you to apply if you meet the minimum qualifications listed
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: 159487
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Shon Watson
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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.
