Goodwin Recruiting
Senior Wealth Advisor
Goodwin Recruiting - Cary, North Carolina, United States, 27518
Work at Goodwin Recruiting
Overview
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Overview
Senior Wealth Advisor Responsibilities:
Develop and manage relationships with high-net-worth clients while cultivating new business opportunities. Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more. Design and implement tailored long-term investment strategies, adjusting portfolios as needed. Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services. Influence product development by sharing insights on advisor and client needs. Support business growth by recruiting top talent and onboarding new financial advisors to the platform. Senior Wealth Advisor Requirements:
10+ years of experience in investment advisory with a proven book of business. Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent). Excitement about the fintech industry and the opportunity to shape its future. Proven ability to thrive in a fast-paced, dynamic environment. Senior Wealth Advisor Benefits:
Competitive compensation package, including revenue participation and equity. Comprehensive medical, dental, and vision plans. Unlimited PTO and paid company holidays. Solo 401(k) retirement plan. Stunning NYC office with top-notch amenities. Daily meals and snacks are provided. Access to telehealth services, wellness programs, and discounts on alternative medicine.
If you're ready to take your career to the next level and play a key role in the future of wealth management, we'd love to hear from you!
Develop and manage relationships with high-net-worth clients while cultivating new business opportunities. Provide comprehensive financial planning across investment strategy, tax, retirement, estate planning, stock options, and more. Design and implement tailored long-term investment strategies, adjusting portfolios as needed. Collaborate with third-party service providers to deliver expert guidance in tax, trust, estate, and insurance services. Influence product development by sharing insights on advisor and client needs. Support business growth by recruiting top talent and onboarding new financial advisors to the platform. Senior Wealth Advisor Requirements:
10+ years of experience in investment advisory with a proven book of business. Certified as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent). Excitement about the fintech industry and the opportunity to shape its future. Proven ability to thrive in a fast-paced, dynamic environment. Senior Wealth Advisor Benefits:
Competitive compensation package, including revenue participation and equity. Comprehensive medical, dental, and vision plans. Unlimited PTO and paid company holidays. Solo 401(k) retirement plan. Stunning NYC office with top-notch amenities. Daily meals and snacks are provided. Access to telehealth services, wellness programs, and discounts on alternative medicine.
If you're ready to take your career to the next level and play a key role in the future of wealth management, we'd love to hear from you!