Goodwin Recruiting
Fully Remote - Senior Wealth Advisor
Goodwin Recruiting, New York, New York, United States,
Seeking a Senior Wealth Advisor for a noncustodial RIA platform recognized as one of the best in the industry. With a proven track record of helping advisors succeed.
Benefits of Senior Wealth Advisor:
Fully Remote200-250kSign on bonusTurnkey Operations : Full operational support, including compliance, technology, marketing, and business development coaching.Business Development : Personalized coaching and strategic guidance to help you scale your practice.Dedicated Marketing Support : Access to a marketing stipend for seminars, digital ads, and more to drive business growth.Tech Stack : Access to top-tier platforms like Salesforce, Orion, eMoney, Fidelity, and Schwab.Compliance Backing : Full regulatory support to ensure your business stays compliant.Senior Wealth Advisor Qualifications:
Expertise in wealth management, investment management, and financial planning.Proven track record of generating revenue and growing client relationships.Advisors with $50M-$300M AUM who want to launch their own brokerage or existing RIAs seeking operational support and growth.5-10+ years of experience in financial services.CFP preferred; Series 7, 66 (or 63), and 65 licenses required.
Benefits of Senior Wealth Advisor:
Fully Remote200-250kSign on bonusTurnkey Operations : Full operational support, including compliance, technology, marketing, and business development coaching.Business Development : Personalized coaching and strategic guidance to help you scale your practice.Dedicated Marketing Support : Access to a marketing stipend for seminars, digital ads, and more to drive business growth.Tech Stack : Access to top-tier platforms like Salesforce, Orion, eMoney, Fidelity, and Schwab.Compliance Backing : Full regulatory support to ensure your business stays compliant.Senior Wealth Advisor Qualifications:
Expertise in wealth management, investment management, and financial planning.Proven track record of generating revenue and growing client relationships.Advisors with $50M-$300M AUM who want to launch their own brokerage or existing RIAs seeking operational support and growth.5-10+ years of experience in financial services.CFP preferred; Series 7, 66 (or 63), and 65 licenses required.